Case Study

Charles Stanley Direct PPC

Charles Stanley Direct is a popular direct investment service for the savvy investor looking to manage their own investments. The platform provides a first-class service to implement your investment decisions, through a secure website and app.


Charles Stanley set us the challenge of delivering improved performance from their PPC campaigns. In a highly regulated industry, with multiple stakeholders to govern marketing activities and an ever changing market, the brief called for exceptionally high levels of service, reporting and flexibility.


We restructured the PPC account to open up opportunities to attract new customers, and applied a creative and intelligent data driven approach to deliver improved results in this highly competitive market. With thousands of investment funds, trusts and shares available to trade, deciding which ones to promote with PPC required some smart thinking and detailed data analysis.

By keeping a close eye on trading trends and using our market leading reports, we adjusted budgets and bids for hundreds of campaigns as different funds, trusts and shares constantly go in and out of favour with the direct investor. This deep dive into the workings of the market and inventive use of trading data is typical of our approach and part of the way we get better results.


Strong numbers of new users opening accounts and transferring investments and a continued focus on high efficiency by closely monitoring CPA.

The success of the PPC campaigns has allowed us to collaborate with Charles Stanley on a wide range of projects including a strategic review of their digital offering, radio adverts, Google Local optimisation for their branch network, Google analytics audit and sponsored Tweet campaigns.


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We kissed an awful lot of frogs in the digital marketing space before finding our prince in Strange. From the moment they approached Charles Stanley Direct we knew that their level of detail, technical ability and knowledge of our sector was exactly what we required. They have been first class in their execution, delivery and ongoing optimisation of our account and we have been impressed by the continual striving to deliver for us. The team is highly personable, pragmatic and honest and we recommend them highly.

Magnus Wheatley
Head of Digital Marketing & Communications, Charles Stanley

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