Charles Stanley Direct vs Will Protect

With over 200 years’ experience, Charles Stanley is here to help you achieve your financial goals and create a secure financial future. Use our low-cost trading platform to manage your financial future and make investments online. Fast, flexible, secure. We are here to help you achieve your financial goals and create a secure financial future for you and your family. - Sign up to become a new client or open a new account, choosing to invest either using a Stocks & Shares ISA, Self-Invested Personal Pension (SIPP), Individual or Joint Investment Account or Junior ISA for your child. - Securely view and manage all your Charles Stanley accounts and investments in one place. - Build and manage your investment portfolio by trading in our extensive universe of stocks, funds, ETFs and investment trusts. - See your total portfolio value and its performance in real time. - A wealth of information is available about each holding such as value, sell price, change in value, cost, historic yield and fund size. - Interactive graphs show the performance of each investment over time. - Customise your information by filtering your holdings alphabetically, by value, sell price, change in value, or cost. - Pay money into your account. - Access all your important documents in one place. - Contact us with secure messaging from our supportive Client Services team. If you require further support, please contact our Client Services team on 0131 550 1234 or email info@charles-stanley-direct.co.uk (open 7.30am -5pm, Monday - Friday). At Charles Stanley, we are committed to improving your satisfaction by continually bringing new and improved capabilities to enhance your user experience. At the same time, we will ensure we maintain the app’s security for your peace of mind. Please note: The value of investments, and the income derived from them, can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable guide to future returns. Charles Stanley Direct is a trading name of Raymond James Wealth Management Limited, which is a member of the London Stock Exchange, is authorised and regulated by the Financial Conduct Authority and is part of the Raymond James Financial, Inc. group of companies. Raymond James Wealth Management Limited is registered in England No. 1903304. Registered office: Ropemaker Place, 25 Ropemaker Street, London EC2Y 9LY. VAT number: GB 524732945.

Record details of properties, pensions, investments, bank accounts, insurance policies etc, to maintain your asset portfolio. Categorise your assets, describe them, record account details, assign values and define the ownership—all within the secure Legacy Portal app. Once you have recorded your assets, it’s easy to update the values and see the total of your overall portfolio. You can keep a history of the updates too. If you choose, you can share your asset data securely with your partner, your family and trusted advisors. This makes light work of listing your assets so that a financial advisor or will writer, for example, can help with recommendations and guidance. Legacy Portal —easy, safe & secure.