I was looking for additional financial advice. I was impressed with their transparency, integrity and also with the fact that they seem proactive.>
I have always been impressed with what I have seen and heard - I have been impressed by their dedication. There are agreed parameters in which LSS operate when I am on holiday.
They are pretty well versed in what I am up to, what my needs are, that I need to adapt a fairly conservative approach and that there must be transparency.
The first thing to do is to discuss with your brokers what your objectives are – I want integrity and I want performance and London Stone have delivered performance in excess of expectation over the years.
J Armstrong, Hertfordshire
I’ve been with London Stone Securities for over 18 months following a friend’s recommendation.
I joined London Stone as I wanted to consolidate my various pension pots into asingle SIPP. This was in order to give me greater transparency and ultimately greater control of my pension investments, more than I’d get with a pension fund manager.
The reason I choose an advisor service is that London Stone advisors are experts on the stock markets, whereas I don’t have necessary time or experience to research possible transactions available.
I’m very happy with the service London Stone provide. My investment advisors are knowledgeable and provide balanced judgements on the investment options.
Additionally, I get very reasonable returns according to my risk appetite, despite challenging economic times. If I had to mention two things, I like the online service, I find it very clear and very accessible and I like the excellent timely advice I receive.
T Peterson, Bradford
I was managing my portfolio with Hargreaves Lansdown on an execution only basis but found that I was not giving my portfolio the time that it needed and so I kept missing opportunities which was affecting the performance.
I also realised that I did not have the expertise to get the most out of my investments and so I began looking for a firm that could help me.
Since transferring my portfolio to London Stone, my broker immediately got to work on restructuring it and by doing so he’s enabled me to increase my dividends by up to 30% on some of the shares, but at the same time he has also reduced the overall risk of the portfolio. I would thoroughly recommend London Stone to anybody who wants their investments to perform better.
K Noble, Blyth
May I say they are a great company to work with. My advisor spends a lot of time on a lot of good advice and nothing is a problem to them at all. It is an absolute pleasure to be able to deal with people who are so approachable. All I can do is highly recommend LSS and their staff
J Cowley, Oxford
I have no experience with investments and LSS have taken care of my money for me. They contact me every four weeks, on a regular basis, to update me, to move my finances around according to the index. I have nothing but praise for them, 10/10, so thank you very much
B Hindhaugh, Scottish Borders
When my investments very doing very poorly, I moved them to LSS and I have been very happy. The staff who have dealt with me have been terrific, really excellentcustomer service, I couldn’t fault them whatsoever and I would thoroughly recommend them.
P Harris, Croydon
I wish I had used LSS years ago. If I had, I probably would have retired by now. They have made my investments, managed them, gave me up to date valuations once a month.
So far, I am really happy with the performance, I get no hassle and I am free to do my own thing but I leave it all to them.
My shares and paperwork are taken care of by London Stone. They are the best I have used. Thank you and I look forward to a prosperous future
R Mamek, London
I only came across them as a result of one of the seminars. I was impressed and then decided that I would give part of my portfolio for them to manage.
The performance in the initial period was not that hot, but the tip my advisor gave me was brilliant at the time of Brexit and after that I just have not looked back.
I have no hesitation in saying that I am very happy in how they are dealing with my portfolio and I look forward to their continuing and expanding my investments in my portfolio for the future.
P Janzen, Benfleet
I have been investing in stocks and shares for the last 10 years with an asset management company. My investments with this company have not performed as well as I hoped they would.
After receiving some financial advice and researching into other investment companies, I decided to transfer my investments to London Stone Securities.
Since investing with them, I have been impressed with the service received and with the performance. I therefore have no hesitation in recommending LSS as a reliable company to handle my future investments.
R McGhie, Mordon
I had a policy with Old Mutual Wealth but it was not performing as I was hoping. LSS have put together a strategy that I am happier with altogether.
J Downes, Derby
I have invested in the stock market conservatively for many years but I wanted to speculate with a small part of my portfolio. I didn't have the knowledge or confidence to do it myself so I asked London Stone Securities to assist. All the staff of London Stone I have been in contact with are always helpful, prompt and professional with their assistance.
M Bourne, London
I want to deal with people I can trust. I am always greeted with a nice smile and the people at LSS will listen to you. It’s nice to come in and be surprised by the friendly atmosphere and good information.
J Hillman, Horley
I was very impressed by their offering, their flexibility and their knowledge about markets. I’ve been very happy with them. I get regular contact over the phone where I can monitor and watch my investments, so I know what's going on all the time
In 2014, my role as a Systems Integration Group Manager was made redundant, and rather than taking up a new position, I decided to take the lump sum offer. I also took direct control of my company pensions via a SIPP, and consequently had to take investing more seriously.
It's a running joke that I have consumed more content from London Stone than anybody else. Honestly, they're brilliant.
Chris is my account manager and he's fantastic. We've been speaking since early 2015 and I get access to all of the videos, webinars, strategies for free.
I have learned so much from their team, including how to short and make money in falling markets. When others were losing 10-30% money during Covid and the Russia-Ukraine conflict, I actually slightly increased my portfolio profit. As a humble retail investor, I wasn't sure that was possible, but it really is.
I'm also a fan of the DIP strategy. I read the book (twice!), watched the training videos, all of which proved well worth the time invested. I even put together a spreadsheet based on principles gleaned from the DIP.
My retirement is a lot more fun because I'm in control of my money and a big thank you has to go to the London Stone team for that. I have no reservations in recommending London Stone Securities either for more of an advisory role or direct portfolio management.
K Hanson, Todmorden
I had cash in the bank and knew inflation would get to it but I was worried of investing in the stock market.
What London Stone said made sense and I knew that I could stop investing any time, there are no lock in periods and I could get my money back whenever I wanted, I did my due diligence and knew that the firm was legitimate.
Now my cash is earning much more than it was in the bank and I am happy with the results so far, it is early days but I am glad I made the move when I did and encourage others to do the same.
M Down, Bristol
I like London Stone because they adopt a fairly safe and cautious approach.
I was with Hargreaves Lansdowne for 20 years before joining them but I wanted somebody to help me manage my investments to give me more time so that I could enjoy my retirement without neglecting my share portfolio. It’s been exactly as I’d hoped.
The portfolio is doing just fine with a fairly low-risk strategy and I’ve been able to get on with the things that really matter to me. Every so often I take some money out when I need it and I make the occasional phone call to see how things are going but other than that I don’t need to spend any time worrying about my SIPP anymore.
M Crocker, Rugby
I have been investing in the stock market for several decades but the DIP is definitely one the best strategies that I have come across. I used to hold the same funds for years, but now I can make the same amount of money in just a few months. I would never invest in funds again. For example in Land Securities I made 10% profit and collected two quarterly dividends in 5 months
P Read, Walsall
I have been with London Stone since 2015, I have always found them easy to talk to and found them willing to talk ideas through. They have a genuine relationship with you and are extremely knowledgable in the market place. I’m extremely sorry to be leaving LSS, but for personal reasons in the present climate this is a decision I have had to make. but if circumstances changed they are a company to return to.
J Ollerton, Worcestershire
I have been a financial advisor for many years. My clients and I have been together for most of that time. The reason why we stayed together is because I have a strong communication with them. We have been doing regular telephone calls or meetings, since I like to be kept informed. This is why I like working with London Stone, I find them very flexible. That has been one of the main reasons why our relationship has grown. Then after two years, they became my main partnership. I can also see that my business with them will be growing strongly over the coming years. Why? Because I retain full control over the clients, but if I need help or advice, London Stone provide it. It is a great working arrangement; one I value very much. As an independent firm, London Stone have the flexibility to tailor their services and products to my requirements. It is exactly what I am looking for and what you should be looking for too.
D Keay, Bristol
I am aged 85 & rely on London Stone to follow the stock market whilst I enjoy sailing with my son. My London Stone advisor anticipated the growth in cycling & recommended buying shares in Halfords. Boris Johnson further promoted cycling with his announcement, adding to the fortunes of this company. In consequence you were able to sell my holding after only 2 weeks at a net profit of 81% Well Done Indeed !
C Chapman, Swindon
For some months, I have been unhappy with the wild fluctuations and relative poor performance of the funds held in my Pension SIPP. After a meeting with London Stone Securities and a further period of reflection over Christmas 2019, I cautiously decided to move my Pension Funds to London Stone. The administration costs agreed with London Stone were more in line with my original annual costs with my long standing FA, who had recently retired. My cash has now been re-invested and is already showing returns of some £16k in a period of under two months.
Although early days, I am feeling more confident despite the current headwinds of Corvid 19 and the final stages of Brexit and that I can look forward to a more prosperous future in an uncertain world.
C Anderson, London
As a business owner I don’t want cash just to sit in my bank account. That’s why I’ve been working with London Stone for more than 6 years and between us we have been able to accelerate my business. The strategy is simple. I use cash which I’m not using within my limited company and invest it in the stock market. Any profit that I make gets rolled up into the company’s profit for the year. It means that I now have two revenue streams – one from my business and one from the stock market. In the past month London Stone has made me more than 10% profit on my cash. This is a most welcome addition to the prosperity of my business.
M Harris, Tonbridge
I am a private investor and have been a client of London Stone for nearly five years. One of their main strengths is the level of personal service they give to their clients in listening to, discussing and respecting the client's needs.
For me, It has always been an interactive service where we share and discuss investment ideas in a straightforward way.
Goals are mutually agreed and the focus is always on performance which over the five years has been good. Ranjeet is always honest and will tell me if he thinks my ideas are wrong and I enjoy this level of interaction on my investments. They feel like a true partner.
W Hadley, St Ives
Prior to investing with London Stone Securities I searched the internet for reviews or customer experiences but was unable to find anything.
However, after a few reassuring phone conversations with Ranjeet, who is the company director, I took the plunge and transferred my full ISA holdings.
The transfer process was very smooth with regular progress updates from Michela at London Stone Operations Team. Having been a customer for only 6 months it is a little early to comment on long term results, but I can say that one of my first trades made 30% in less than a month resulting in a £5k profit.
Overall I am impressed with the friendly and helpful service from the team at London Stone and would recommend them without hesitation
R Cunningham, Isle of Lewis
After the current stock market crash I was losing quite heavily on some of my shares and I wasn’t sure what to do. I spoke to London Stone and they gave me a number of strategies to reduce the risk of my shares falling further. I chose the strategy to restructure my portfolio even though it meant taking a loss. In just three days the shares that I sold have fallen another 10% and the new shares that I bought have made me £2,800. I’m still worried about the market crashing but I feel a lot more comfortable as I’m invested in companies and sectors which are greater protected against the coronavirus.
R Brookes, Newquay
I have been with London Stone Securities since 2014 where I have found my advisors very approachable and prompt to my enquiries. It’s a brilliant personal service that I haven't experienced anywhere else and their recommendations have also been very good so far. I am very happy with what they are doing and looking to add more funds in the new tax year.
M Cook, Studley
I have been using the DIP strategy for several months and thus far the results have been really good despite the stock market being lower than when we first started. I’m also worried about a stock market crash and so this is the perfect way to maintain some cash whilst still making the rest of the money work for me. The great thing about this strategy is that you don’t hold onto things for too long so your risk is constantly being cut every time you sell. Overall, I’m very happy with the way it’s going and to date it seems a very encouraging strategy.
M Lanham, Bournemouth
I would like to take this opportunity to Thank all the staff that I have dealt with over the years - they have all been without exception very courteous and polite and always gave me the impression that although I am only a small time investor they weren’t in a rush to hang up so they could make a bigger trade. I only required an execution service ( I want to blame only myself for poor investment choices ) and never felt a hard sell to change to an advisory account. Ironically, the one time a share was mentioned as a ‘good’ buy – it did increase in value by a decent % (needless to say I didn’t act on the suggestion).
N Jones, Kent
The Coronavirus stock market crash would have really worried me if I was on my own but London Stone called me before things got really bad and told me to sell some of my biggest holdings. I took their advice and saved thousands. I also sold National Express just before their big drop because of my advisor’s recommendation and then bought it back again at a much cheaper price. I’m confident that I have picked the right firm to help me through these difficult times.
J Beyer, Poole
I was looking for somebody who could take care of our hard0earned savings. Previously my wife and I were with the Nationwide and they never got in contact with us. With London Stone every time I ring up, I always can get through and there is great communication. I am thoroughly pleased with the service and they have been absolutely brilliant. Customer service is the best that I have experienced and I would recommend them to anybody who wanted an honest, independent and personal service. I can get advice when I need it and I can also make my own investments if that’s what I choose. Regards Performance so far in the first 12months has been very pleasing and much better than I had hoped for.
T Mitchell, Stourbridge
One reason I decided 18 months ago to move my portfolio to London Stone was because I anticipated that sometime in the future the market would go down and I wanted some creativity for taking advantage of a falling market. Well, this month’s market fall was quicker and much more sudden than I expected. However, we have had some success using a leveraged reverse tracker product to make profit as the FTSE went down. We selected a 2 times multiplier product, meaning that if the FTSE fell 1%, the value of the ETF went up 2%. This is really a short term product, coming in and out within one to 2 weeks, although possibly in and out same day. It’s all about the timing, trying to buy in just after the market has spiked and closing out near the bottom of the dip. I leave it up to London Stone to track the FTSE and determine optimum timing. Taking into account the level of risk and the costs, you need to be confident of at least a 5% swing in the FTSE to make a decent profit. However, over the last couple of weeks there have been plenty of opportunities. I have used it twice during this recent volatile period and have made a net profit of around 30%.
C Boulet, Woking
I am a professional tax advisor well versed in finance. I therefore appreciate the need to find and establish an excellent working relationship with a investment advisor. London Stone is one of the most professional firms that I have come across. Their timing on recommendations is always good and performance is overall very good. Best of all they really don’t care about their commission, they actively say no to trading ideas and only select opportunities which they really believe will perform. This shows that they genuinely care for their clients
J Blackburn, Cambridge
I was previously following a different investment strategy which was not doing that well. Then I was introduced to the Dividend Income Plus Strategy by my advisors and in less than four months it has completely transformed things. If the performance continues like this I am seriously going to consider transferring the Halifax Stocks and Shares ISAs for me and my wife
C Minter, London
I was looking for additional financial advice. I was impressed with their transparency, integrity and also with the fact that they seem proactive. I have always been impressed with what I have seen and heard - I have been impressed by their dedication. There are agreed parameters in which LSS operate when I am on holiday. They are pretty well versed in what I am up to, what my needs are, that I need to adapt a fairly conservative approach and that there must be transparency. The first thing to do is to discuss with your brokers what your objectives are – I want integrity and I want performance and London Stone have delivered performance in excess of expectation over the years.
Christopher Minter, is quite a character and a long standing client of the firm. He lives with his wonderfully charming wife Lynda, in Fulham, West London and has been working with us now since 2014.
He was born in 1933 but is every bit as strong and fit as anybody twenty years his junior. His sharp wit and intellect coupled with his generous sense of humour makes it a joy to speak to him. Never one to miss a party, he’s already making plans for his 90th birthday and has invited the London Stone team to attend. Of course, it would be an honour to meet Chris and his wife again. Over the years we’ve met many times for dinner and events and built more than just a working relationship together. He really is now a friend to everybody who works here.
Whilst building great share portfolios is important, we believe that it’s more important to build great relationships. That’s been a big part of our success and why our clients choose to use us. We have the ability to connect to our clients on a personal level that the large multi-nationals just don’t have.
And we know that from building relationships based on trust, it’s easier for successful portfolios to follow.
Chris is a smart, intelligent investor and has been around in the investment game for a very long time. He opened his first bank account at the age of 17 and bought his first share in the newly floated retail company, Tescos at just 25p back in 1947. It was recommended to him by his then mentor who was a close friend of his father and who guided Chris through these early years.
In 1974 Chris went to Hong Kong to work for a media and advertising company with the plan to be there for just a couple of years. Fast forward 14 years later and he was still there although now his passion had turned from advertising to investing and the stock market.
That bug has stayed with him to this day which is why we still regularly receive emails of stock ideas from Chris. Some of his recommendations are so good we’ve even joked that we should take him out of retirement so that he can come and work with us!
With sound financial planning Chris and Lynda have built a substantial residential property portfolio of more than £5m in properties in the South East including Oxford, Cambridge and Exeter. With the help of London Stone Securities and Rathbones he has also built an impressive share portfolio which continues to pay him a regular income with sensible capital appreciation in low to medium risk investments.
Chris has always had a lot of interest from wealth management firms over the years who wanted to look after his business and so we’ve always been intrigued why he chose London Stone.
He answers directly, “I chose London Stone because I knew that you could do the job. I wasn’t looking to become rich and I didn’t care too much for politics. I wanted a personal firm that has values and that I could trust.”
He goes on, “I know the stock market has its ups and downs and I wanted to share that journey with somebody. I didn’t expect to always make money, but I wanted the intention of my advisor to be genuine.”
It turns out that in 2014 Chris was being chased by more than a dozen firms for his business. In the end he opted for just two of them - London Stone Securities and Rathbones, and he’s been with both of us ever since.
Chris still enjoys finance but he’s comfortable in the knowledge that his shares are being taken care of for him and his wife. He doesn’t need to worry about them anymore. That also leaves more time for Chris to do the thing that he loves most like going to the gym, reading books on military history, and enjoying a good glass of red wine with friends.
Every person has an idea of what their perfect life might look like but very few people take the time to work out how to achieve it.
As long as you have a clear plan you have a chance to make those dreams a reality and that’s exactly what Chris did.
Bob & Beryl Heape, Dorset
We’ve always had great faith in your integrity, and have always been very happy with such a friendly service and knowing our money was safe. After many years with London Stone, I’m saddened that we can’t invest with you any more, because we need the funds for a retirement village for me and my wife as I am now 85 years old and our health is not the best. Beryl and I wish you and the team the best always.
B Tallack, Portsmouth
I am very happy with London Stone Securities. They are very knowledgeable, and I have confidence in their ability. There are a lot of people in the financial world who can’t be trusted and but I’m an experienced, technical trader and I look at lots of indicators. I can see that London Stone’s trades match up with my own research which gives me confidence that they know what they’re doing. So far the trades have all been profitable but the main thing is that I am building a long term relationship with this firm for the future
M Pilleau, Hampshire
I run a SME sized family Property Company that was incorporated some 30 years ago. We invest in all sectors of property and which has also included, for the last 10 years, a substantial Share Portfolio. In 2017 I opened a personal ISA with LSS and the following year I transferred our Company Share Portfolio to LSS with the brief that it was required to generate an income equivalent to the rent from our standard residential letting, plus an average capital gain of 5% pa.
I meet with my advisor on a regular basis at his City Offices to review the performance of the portfolio and current market conditions, and to discuss future strategy and alternative investments. Between meetings I also have regular telephone briefings and which has proved most beneficial in the current Coronavirus climate.
Finally, the back office staff are efficient, friendly and courteous.
In summary, London Stone Securities are a small, proactive and successful stockbroker, I would strongly recommend them for those individuals and companies who do not have the time, or necessary skills to manage their own stock portfolio.
C Andrews, Tonbridge
My wife and I have found London Stone to be very approachable. It is a pleasure to be able to speak to someone and be able to visit their office. They keep us well informed of the transactions they are doing on our behalf. We would certainly recommend them.
E Turton, Birmingham
We would like to put on record our thanks and appreciation for your timely help and advice. Scammers took half of our life savings and it was only through your intervention that we did not lose the other half.
Ashley Coles, Cambridge
I’ve been speaking to London Stone on and off for a few years but I really enjoy investing myself and so didn’t really see the need to use an advisor. However I still had my portfolio reviewed and they came up with a lot of sensible suggestions which I’m going to implement. I just wanted to say on record that although they’re aware that I won’t be doing business with them, they’re still happy to talk to me and I think that says a lot about their culture. It’s not always about making money but making good relationships. Thanks again.
S & M Gatti, Tottenham, North London
My wife, Mimi and I, had recently sold a property and had a significant sum of cash sitting in the bank for several months. With rising inflation we were becoming more and more agitated but really didn’t know where to turn. After considering lots of different firms and investment strategies, we came across the Dividend Income Plus approach, and so I bought the book. As soon as I received it, I read the whole thing cover to cover in one evening.
I was really impressed by the strategy, it just made so much sense. I immediately set up a meeting with London Stone at their offices in Royal Exchange and after all of my questions I just felt sure that this was the firm I wanted to work with. There was no pressure, no sales, just really honest, straight talking. They took the time to really understand our unique position with all of the different parts of our goals, our concerns, and what we wanted.
Within the space of a couple of days we had transferred all of the £750,000 to them. It sounded like a sudden decision but in fact it was a well-thought out decision that started even before we sold the house. We had already considered all of the different risks and it was clear to us that investing in the stock market even with the risk of our capital falling in value, was better than losing money to inflation.
We weren’t disappointed. In the first few days of transferring the funds, our advisor discussed a solid investment plan of how the money could be invested. He gave various options and we both agreed on the one that suited us best. It was exactly what we were looking for. Since then we’ve been receiving regular emails, and the occasional telephone call to keep us abreast of everything. It’s been a really positive experience and we couldn’t be happier.
Mimi and I have never expected huge returns, we’ve always been careful. We just want to beat inflation, get some regular income and a bit of capital appreciation. That’s what we are now getting. With the first few trades London Stone has already exceeded all of our expectations. The first trade was up by more than 50%. I know that’s highly uncommon but it was nice to see was that our advisor didn’t rush and sell it. In fact he told us to be patient and wait for an even bigger return.
We also know that performance is a long term game, not short term. And we expect there to be losses too.
What’s most important for us is what we’ve always been looking for which is peace of mind. Finally with so many financial companies out there trying to get our business, we found a really competent team of advisors who we trust and are doing everything that we expect of them. Investing isn’t the hard part, it’s finding the right firm to work with.