- Home
- Private Clients
- Services & Products
- Services & Products
- Discretionary investment management
- Advisory investment management
- Advisory dealing services
- Execution-Only dealing services
- Wealth Management services
- Charles Stanley Investment Funds
- Financial Planning services
- Traded Options, CFDs and Spread Betting
- ISAs
- SIPPs
- IHT Portfolio Service
- Cash Management
- Research
- Brochures
- About Us
- Contact Us
- Media Centre
- My Account
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.
Your Guide to Investing With Charles Stanley
If you are not familiar with investment terminology and would like some guidance then the following questions may help you. If you are still unsure, or if you wish to discuss any of the options further before making a decision, then please talk to us - one of our experienced Investment Managers will be pleased to help.
If you have never invested before, or if you are not confident about making your own investment decisions then we would strongly recommend that you contact us for an initial discussion. This consultation is free of charge, without obligation, and will enable us to outline your investment options and recommend an overall approach to your investment strategy.
Q How involved would you like to be in the management of your investments?
Answer 1
Once I have agreed an investment strategy, I do not wish to have any involvement in specific investment decisions. I am happy to leave the decisions to an Investment Manager. I would like to have regular updates on performance from my Investment Manager.
One of our Discretionary services could be most suitable for you - click on one of the links below to find out more.
Answer 2
I wish to have some involvement in investment decisions but am happy for an Investment Manager to make specific recommendations for me to consider.
One of our Advisory services could be most suitable for you - click below to go to our Advisory Services page.
Answer 3
I wish to make my own investment decisions.
One of our Execution-Only services could be most suitable for you - click below to go to our Execution-Only Services page.
Specialist services for Private Clients
If you are interested in expanding your financial horizons beyond pure investment management and stockbroking, we would be happy to introduce you to our Financial Planning consultants, who can assist you in designing your financial arrangements. Click below to go to our Financial Planning page.
If you are interested in tax-efficient investment wrappers for your portfolio then click below to go to our ISA page.
If you are interested in investing to mitigate Inheritance Tax then click below to go to our IHT Portfolio page.
If you are interested in learning about a tax-efficient way to invest for your retirement then click below to go to our SIPPs page.