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Swaine Adeney
Considered way of doing business
In 1750 James Swaine bought a whip making business in Piccadilly, and a royal appointment to King George III quickly followed.
Over the next century the reputation and product range expanded and Swaine found himself providing bags and umbrellas to the aristocracy of the day.
Today the company still uses time-honoured crafting processes for producing fine attaché cases and leather bags.
At Charles Stanley we admire this considered way of doing business and like to think that our suit approach to financial planning puts us in the same company.
Investment Management Services for Court of Protection Clients
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. We start by working closely with each of our clients to ensure that we understand his or her special requirements. Then we construct a strategy shaped to an individual's needs to create an environment where the client can live his or her life without the burden of financial worry.
At Charles Stanley we have a team with over 20 years' experience in this field. It 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 team has an established track record in investment management and administration. It is able to draw on the substantial resources of Charles Stanley in a wide variety of areas, including research, pensions and financial planning.
The CF Charles Stanley UK & International
Growth Fund has been set up to take advantage of recent changes to the Capital Gains Tax (CGT) regime in the UK.
Complementing the existing Charles Stanley range of OEIC's the Fund provides an ideal investment vehicle for investors with a long-term investment horizon, typical of Court of Protection and Damages Awards cases.
