You probably have more tasks on your to-do list than you have time to complete them
The list gets longer and longer, and the pressure never stops building. Between work-related deadlines and a host of home-related tasks that need doing, you’re being squashed between a rock and a hard place.
Juggling tasks and prioritising what you do with your time is the number one challenge faced by professional people. Just making it through the day is difficult, so it’s harder to plan for tomorrow. Your career is important to you, but so is your home life. You want the best of both worlds.
At Capital, we completely understand the issues you are facing. More importantly, we know how to help.
With years of experience dealing with busy professionals, there are lots of practical solutions open to you, one of which is indeed the gift of time. We can offer you help with budgeting, tax-efficient investing, rainy day accounts, protecting your income, and feedback on your will or retirement plan. If you have children, we can offer help with savings, private education, or university funding if that’s your preferred option. If you love foreign travel, we can help you get your foreign currency at great rates. Our links with a specialist mortgage consultant could make your life easier and save you money.
Wouldn’t it be great to have your financial life neatly documented, organised, and laid out in front of you?
That’s what you get with Capital - your own financial Road Map.
The first step is to discover what your concerns and issues are so that they can be resolved immediately. Then, you share what you want to achieve in life. Whether that is starting up your own business, retiring early or giving your children a private education, we can design a Road Map to get you there. You are at the centre of all our planning, and your Road Map is completely personalised to you and your unique circumstances.
A powerful investment engine is key to helping you achieve what you want from life. This could be building a fund for university, saving for a house deposit, or aiming to retire early or start your own business.
Capital has five portfolios to achieve long-term, inflation-beating returns. These are hand-crafted by our investment team and are not available anywhere else. The results speak for themselves.
A lump sum of £1million invested for nine years produced an annualised return of 7.92%, a gain of £987,685
*Notes: Capital 60/40 portfolio, 19.02.2011 to 19.02.2020, gross total return before costs. Source FE Analytics. Please note that past performance is not indicative of future performance and you may get back less than you invested.
Nobody can predict the future, but you can have the next best thing.
With years of experience dealing with busy professionals, there are lots of practical solutions open to you, one of which is indeed the gift of time. We can offer you help with budgeting, tax-efficient investing, rainy day accounts, protecting your income, and feedback on your will or retirement plan.
If you have children, we can offer help with savings, private education, or university funding if that’s your preferred option. If you love foreign travel, we can help you get your foreign currency at great rates. Our links with a specialist mortgage consultant could make your life easier and save you money. In this digital world
That’s what you get with Capital - your own financial Road Map.
The first step is to discover what your concerns and issues are so that they can be resolved immediately. Then, you share what you want to achieve in life, and we design your Road Map so it can get you there. You are at the centre of all our planning, and your Road Map is completely personalised to you and your unique circumstances.
Part of the service consists of a review and assessment of your financial security, including any benefits provided by your employer.
What happens if you need private hospital treatment, or if you or your partner should pass away? Perhaps a long-term disability leads to a prolonged career break and a loss of income.
A bolt-from-the-blue illness might lay you low. How would these events affect you financially?
The review includes looking at your will and power of attorney, if you have them. Capital can’t give legal advice, but we can point you in the right direction.
Your Busy Professional relationship with your financial advisor at Capital should last a lifetime.The planning and advice done on your behalf is ongoing and will be reviewed with you at least annually. Don’t worry though, if something urgent comes up, you can contact your adviser at any time. Your annual meeting can be face to face in our office, or if more convenient to you, can be done digitally via Zoom, Skype or FaceTime. Our aim is to keep you on track, save you time, and keep you organised. Here are some things we can help you with.
Buying or selling a house
Setting up children's trusts and ISAs
Budgeting for a big trip
Funding for school fees
An inheritance
Planning your retirement
Estate Planning
Long-term care research
Our fee is an ongoing monthly subscription to fit into your budget alongside other regular payments like a mortgage or rent, smartphone bill, gym membership, or broadband subscription.
Your own financial planning team
Annual planning meeting
Your personal financial roadmap
A personal investment portfolio
The Annual ISA Service
The Professional Wealth Network
If you are ready to sell your business and would like to collaborate with an experienced financial advisor, contact us today for your free, no-obligation, coffee meeting to discuss how we can support you.
Getting to know you and your loved ones. Your ideal lifestyle and ambitions for the future. Your big worries, your values and what’s important to you.
We analyse your income and outgoings to assess your financial situation. Identifying how much you need to fuel your ideal future and planning how to invest to ensure your money is working as hard as you.
Once you are happy with your plan, we’ll do all the hard work for you. Just sit back and relax while we put your plan into action.
We’ll meet each year to review your progress and fine-tune your plan. But we’re always on hand at any time throughout the year, you don’t have to wait.
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