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Investment Services

Court of Protection

We recognise that some of our clients will have been through the trauma of a court action and will need support, reassurance and financial expertise as they face the prospect of an uncertain future.

MADE FOR YOU

At Charles Stanley we have a team with vast experience in this field who have formed excellent working relationships with the Court of Protection, solicitors and the various offices involved. These relationships enable the team to follow the correct procedures and, despite the complications that can arise, ensure matters flow smoothly and efficiently.

INVESTING FOR LIFETIME SUPPORT

Be sensitive to the client. It’s our first rule in dealing with all clients, but especially so in cases involving the Court of Protection and other damages awards.

EXPERIENCE THAT COUNTS

Charles Stanley has been established for over 150 years and is at the forefront of progress in the financial sector, helping people from all walks of life plan and manage their assets. Our team has vast experience in this field and has formed excellent working relationships with the Court of Protection, solicitors and the various offices involved. These relationships enable the team to follow the correct procedures and, despite the complications that can arise, ensure matters flow smoothly and efficiently. The quality of our service is what sets us apart and has helped us considerably in attracting new clients through personal recommendation.

APPROPRIATE FUNDS

The FP Matterley UK & International Growth Fund has been set up primarily to ease the burden of administration for clients but also takes advantage of the Capital Gains Tax (CGT) regime in the UK. The fund's investment objectives are to offer clients long-term capital growth through investment in a diversified portfolio of global equities with a focus on UK blue-chip companies.

GETTING STARTED

We start by working closely with each of our clients to ensure that we understand their special requirements. Then we construct a strategy shaped to that individual’s needs, to create an environment where the client can live his or her life without the burden of financial worry. The first thing to do is to sit down with one of our Investment Managers - this is usually best done as early as possible and prior to an award being finalised.

This discussion will also, more often than not, involve the solicitor in your particular case, and together we will be able to form a team working on your behalf. Our people are highly experienced and will build up a detailed picture of your present situation and your hopes for the future, taking into account the welfare not only of the recipient of the award, but also of the surrounding family. They will take time to explain clearly and carefully how you may maximise returns and establish financial peace of mind for the years ahead.

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    A team with vast experience and excellent working relationships with the Court of Protection, solicitors and the various offices involved.

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    A strategy shaped to that individual’s needs, to create an environment where the client can live his or her life without the burden of financial worry.

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    The advice you receive will always be totally impartial. Charles Stanley is not tied to any other financial institution.

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    We aim to build respect and understanding while always putting your interests first.

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    The continuity of a long-term relationship ensures there will always be someone you can talk to who is familiar with your particular case.

020 7149 6428

CONTACT THE TEAM

Speak directly to a member of our Court of Protection team:

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