Questions and Answers

10 Reasons why you should join London Stone Securities

If you're retired but still don't have a secure financial strategy for the future, then this brochure is for you. You've worked hard for your money. You've invested your time and energy. You've made sacrifices. So you need a clear and dependable financial plan. There are too many advisors, too many brokers, too many fund managers, too many investment firms. It's hard to know who you can use, who you can trust. We've made financial investing easy to understand again. It's about three things - capital preservation, income and growth. That's it. It's all explained in this brochure. If you want more for you and your family, if you hope for a brighter future, then come and join us. We'll help you to build that future. It's what we do best.

To watch our Brochure as a video click here

To download our Brochure click here

We've been helping investors like you since 2008

Looking back through the archives we found this throwback to 2017 where our CEO was interviewed. The origins of London Stone Securities as Lehman Brothers went bust is a true and ironic story. It's how the journey began. As you watch the video, you'll also see why our story is so unique and why our clients choose us over the big traditional names. We're not a faceless organisation and our clients are not numbers. They're real people. It's been an incredibly successful journey for everybody involved in this movement and together it feels as if we are truly re-writing what investment advice looks like. As big banks and hedge funds fail, we continue to grow. Come and join us for the ride.

10 Things that you should know

In this video we answer the 10 most popular questions that we get asked all of the time. For example, “how do I know my money is safe?” is a classic.

Don’t worry, we’ve got you covered.  And yes, your money is safe.

Save yourself hours of research on the internet and watch this short video.

Question 1

We are many things to many people but it all boils down to one simple point: We help UK investors to invest in the stock market with confidence and peace of mind.

Question 2

We were founded in 2008 are fully regulated by the Financial Conduct Authority. This gives our clients maximum protection in a number of areas. We have taken further steps to safeguard our clients' assets by using a third-party, FCA regulated custodian.

Question 3

Our clients typically fit into three categories:

1. UK investors
2. Between the ages of 50 and 80
3. A minimum portfolio of £100,000 and above

We try not be all things to all people. Our clients choose to use London Stone because they feel they could be seeing more from their investments and they are open to the suggestions we offer.

Question 4

We take a streamlined, efficient and personal approach at London Stone Securities. Our company is composed of two teams.

The main component is our Investment Committee of FCA regulated investment advisers. Our secondary team consists of consultants such as FCA regulatory compliance consultants and operations professionals.

Question 5

At London Stone Securities, our view is that no two portfolios are the same.  We adopt a bespoke approach to each of our clients' accounts for one simple reason: no two people are the same. Everyone has different objectives and goals and our job is to help achieve them through investing in the stock market. 

If you would like a free no-obligation consultation then please get in touch and we will be happy to run through our suggestions with you.

Question 6

We offer 3 main types of service. Execution-only, Advisory and Discretionary (fully managed). Which type of service is right for you depends on how much time and control you wish to spend on your portfolio.  

Question 7

Our investment approach is simple, transparent and focuses on low to medium risk equities. We take a bespoke approach and no two of our client portfolios are the same. 

The most popular strategies we implement are maximising income and protecting/hedging a portfolio against a possible downturn.

Question 8

We like to work closely with our clients to achieve their investment objectives and so we want our clients to be as informed as possible. We regularly publish educational material, as well as courses and seminars at our London offices. 

Check out the Education Centre on our website for a wealth of information on just about every area of investing.

Question 9

Of course we have competitors, the majority of them being the big name wealth managers in the UK. However, we have found our own niche in the wealth management industry so we don't lose any sleep. 

Our focus is on proving a bespoke and tailored service to our clients, not a generic fund for all of our clients.

Question 10

Bespoke portfolio management means that no two client portfolios are the same. We want to understand our clients' goals and objectives and from there we will put together a strategy to best achieve those goals. 

Instead of a one size fits all approach that you may find at many of our larger competitors, at London Stone our focus is on close working relationships with our clients. We can alter our strategy if your needs change and you can have as much or as little say over your investments as you wish.

Question 11

We take a simple and transparent approach to our charges. For advisory trades, we charge 1% of the transaction size and if a client is managed on a discretionary basis, there is a 1% annual management charge. Our execution-only charge is £15 per transaction. 

There are no additional adviser, platform or fund charges.

Question 12

When it comes to investing in the stock market, no guarantees of returns can be made. The returns you will see depend on multiple factors including risk level, market conditions and strategy. 

At London Stone Securities all of our client portfolios are different from each other so we do not have a generic number. However, as a rule we always look to beat the index. 

Question 13

At London Stone Securities we understand the importance of trust and peace of mind. We want our investors to know their hard-earned assets are safe. That is why we do not hold any client assets, we use a third-party FCA regulated custodian. 

This way if the worst were to happen and London Stone were to fold, your assets would be completely safe.

Question 14

Returns are never guaranteed when investing in the stock market and we feel it is important not to mislead investors when explaining the risks of investing. 

That being said, as professional investment managers, it is our job to ensure our clients do not lose money and to do our best to insulate their investments from bumps in the market. 

Question 15

We are lucky to have great working relationships with our clients. We pride ourselves on providing a personalised service with a focus on excellent customer service. 

If you would like to hear what our clients have to say then we have many written and video testimonials on our website.

Question 16

If you are not happy with our advice then we encourage you to speak to your adviser. You can always transfer to an execution-only account or leave London Stone at any time. We do not have any barriers to exit. 

One of the benefits of London Stone's tailored service is that we can work with our clients to ensure they will be happy with our advice.

Question 17

We encourage anyone feeling they could be seeing more from their portfolio to have a portfolio review with one of our investment advisers. Our reviews are no-cost and no-obligation. If you like our suggestions then you've just potentially saved yourself time and money. 

If you don't like our findings then there is no cost or downside for you. In fact, there is nothing stopping you from taking our findings and implementing them yourself.

Question 18

To transfer your portfolio to London Stone Securities the process is simple. The first step is to open an account with us. This requires mandatory anti-money laundering and identification checks. 

If all goes well then the transfer is as simple as completing a transfer form. We will manage the transfer and inform you when the funds land in your London Stone account.

Question 19

When you are ready to start simply call our office on:

020 3697 1700 

Or email:

If you have any questions, please get in touch and one of our team will be happy to help.

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