INVESTOR ACCESS™ PORTAL

Client login Introducer / Adviser login

If you have any questions relating to online access or clients that have not requested online access, and would like to do so, please contact:

investadmin@charlotte.eu.com

Alternatively, please send a signed instruction to:

Investment Administration
Charlotte Square
40 Charlotte Square
Edinburgh, EH2 4HQ

Once received you will be sent an email containing your password, followed by a letter in the post confirming your login details.

View from
the square

 

ICAS interview with James Rae, Investment Manager at Charlotte Square, Investment Managers

James Rae, Investment Manager at Charlotte Square, asks ‘Is anyone still investing in cash ISAs?

 

 

The end of the tax year is approaching and you only have until 5th April to take advantage of your ISA allowance. An ISA remains one of the best financial tools on the market, but should you be topping up your cash ISA or looking elsewhere?

Read More

 

 

Important Legal Information

Opinions constitute our judgment as of this date and are subject to change without warning. The information in this document is not intended as an offer or solicitation to buy or sell securities or any other investment or banking product, nor does it constitute a personal recommendation. Past performance is not a reliable indicator of future results. Forecasts are not a reliable indicator of future performance. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment. Where an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment, and the income from it, to go up or down. Interested parties should seek advice from their Investment Adviser.

Charlotte Square is a trade name of Raymond James Investment Services Ltd (Raymond James), utilized under exclusive licence, Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3779657. Registered office: Broadwalk House, 5 Appold Street, London. www.rjis.co.uk