Helping clients for over 30 years
Charles Stanley Investment Choices (previously known as Garrison Investment Analysis Limited) provides guidance for those who need a helping hand in the investment world or simply need some reassurance they are doing the right thing.
Whilst our Client Relationship Managers are not able to provide advice or a personal recommendation, they are able to provide information, help and guidance to provide the support you need to help you make your own investment decisions.
Stability and experience
Based in Beverley, East Yorkshire, we are part of a larger financial services group, Charles Stanley Group PLC, whose origins can be traced back to 1792 and who have assets under administration of £24 billion. Being part of a larger group provides stability allowing us to fully focus on providing the service that our clients need.
Our clients currently invest via one of two investment platforms. The first is provided in-house and supported by Charles Stanley with the second option being provided by a third party, AEGON. We believe that providing investment services in-house will be for the long-term benefit of clients and are encouraging transfers of assets to our investment platform. You can find out more about Charles Stanley here.
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Becoming a client
When you become a client you can expect the following:
A single point of contactYour account will be allocated to one of our Client Relationship Managers, who will be responsible for your account
Updates when you need them mostPortfolio valuations available online to view at your convenience
Assistance with your tax returnsRegular statements and communications from your account management team
Insights and ideasComplimentray quarterly magazine with informative articles on investment funds and tips on what to look for when investing