Building long-term relationships

“A personal service that respects and works in tandem with the investment criteria of the client”S. Dalton Morris

Personal advice

As a client of CSS you receive a truly personalised service that allows us to identify and deliver exactly what you want from a stockbroker. We keep our client to broker ratio low to ensure your assigned broker deeply understands your portfolio and will only make recommendations that meet your specific objectives.

With CSS, you don’t get lost in the crowd.

Our services are carefully tailored to your specific financial circumstances and objectives. We treat you as an individual, in terms of the personal service you receive, in addition to the investment ideas we propose.

We offer advice not only on the instrument to be bought or sold, but also advise on the execution itself. This includes the type of orders, timing, limit orders, stops and trailing stops.

Our advice is without obligation and the final decision will always rest with you.

Experienced brokers

At CSS we have pooled a team of experienced and talented brokers, analysts and senior industry practitioners. Each draws on their unique experience to deliver a professional trading experience to you individually. We pride ourselves on our customer service and fully embrace the FCA’s Treating Customers Fairly initiative.

Key benefits

Risk Tolerance Questionnaire

CSS Investments respects and values the trust you put in us to advise you on your investment strategy. To do this effectively we need to understand the amount of risk you are prepared to take with the investments you have asked us to advise you on. Complete the Risk Tolerance Questionnaire now

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Our Services

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