Private Client Management service
Private Client Management is provided by Standard Life Client Management who advise on and sell products from subsidiaries of Standard Life plc and some external providers.
Our service aims to offer you expert advice through a trusted relationship. Your Private Client Manager (PCM) gives you highly personalised guidance by listening to you and learning about your expectations.
Your PCM is supported by a dedicated paraplanner and an administrator who help the PCM with research on the products and solutions that best suit your goals.
We want to set up a trusted relationship between you and your PCM. Your dedicated PCM is reachable on the phone when you need advice - just call us on:
0345 272 6600
Monday to Friday: 09:00–17:00
Calls may be monitored and/or recorded to protect both you and us and help with our training. Call charges will vary.
Before your appointment
Here you will find copies of documents that your Private Client Manager (PCM) will use to help gain a good understanding of your current situation. This is a vital step towards us helping you to achieve your goals. What's also important is that you have absolute clarity regarding the service your PCM will provide and are aware of some initial factors to consider when planning your finances.
We've split this into three stages:
- Complete and return before your telephone appointment
Fact Find: Understanding your needs PDF (433kB)
Authority Authorisation PDF (604kB)
- Read and have to hand for your telephone appointment
Private Client Management Service Key Facts PDF (364kB)
- Read before your telephone appointment
Key financial planning considerations PDF (123kB)
Our brochure will give you an overview of the PCM service and how we will work together.
View your portfolio online
Once you’re set up with us, you’ll have access to your investment portfolio through Standard Life Wrap.
This site is for UK clients of our Private Client Management service.