At CSS we have pooled a team of experienced and talented stockbrokers in London. Each draws on their unique experience to deliver a professional trading experience to you individually. We pride ourselves on our client experience and service, we fully embrace the FCA’s Treating Customers Fairly initiative.
With the aid of a variety of investments tools our advisers work in partnership with you in order to assist you in reaching your investment objectives.
Our advisory service is for those that want to remain in full control of their portfolio but would like a personalised partnership with one of our Stockbrokers in London. Our clients are informed, confident and have clear goals they wish to achieve with their portfolio.
Whether you are starting from scratch or would like us to advise on an existing portfolio of stocks, we will shape an approach around what you want, enabling us to provide you with a truly bespoke client experience.
So, what do you get with the CSS Advisory Service?
• We create a thorough Client Profile to ensure the broker has a deep understanding of your objectives.
• Advise you on portfolio design, structure and allocation by providing on-going management to help reach your goals.
• Monthly account statements and the ability to carry out portfolio reviews to assess performance in accordance to your objectives.
• Stock recommendations tailored to your goals that align with your portfolio, from somebody you can trust.
• The ability to trade across a wide range of investment products and receive our guidance, whilst always remaining in complete control of the execution of trades – giving you guidance, whilst you maintain control.
• Direct access to your Stockbroker to discuss ideas and get their investment advice.
How do you deal?
It’s totally up to you. Your broker can call when there is research which might benefit your portfolio, alternatively you can call your adviser and ask for their thoughts on an idea. You set the parameters of your relationship. It can all be done over the phone or email, but you can also access your account on your smartphone, tablet or desktop.
How do you open an account?
If you want to know about how our Advisory service could help your portfolio develop, call us today and speak with an Account Executive to help answer your questions… 020 8057 6380.
Stockbrokers in London, Muswell Hill.
Wayne Collins and CSS Investments,
I am writing to thank you. For your expert advice and guidance.
The daily contacts are highly informative and amusing. Your gentle touch with some of my more outlandish suggestions is really one of your many skills.
The portfolio continues to grow; long may it continue. I look forward to our communications and our future success.Mr. Stokes – Private Investor
A job well done and my thanks and regards to the efforts and professionalism of Ravi Lockyer.
P. Sayles – Private Investor
Good, sound research backed advice delivered in a professional and friendly manner. You get the strong sense that they really do put your interests first.
D. Izett – Private Investor
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