For Busy Professionals

As a busy professional, you need the gift of time –time to focus on your own life and those important things you keep putting off.

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We Understand Your Challenges

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.

How we help professionals-720p-1c91645a-21a0-4782-99d6-782231a5b1cf

 

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How we can help

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. 

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Planning for what you want

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. 

Investing

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.

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If you invested

£1,000,000*

A lump sum of £1million invested for nine years produced an annualised return of 7.92%, a gain of £987,685

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It could now be worth

£1,987,685

*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.

Learn more

Your own FutureMap

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.

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Protecting your lifestyle

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.

Financial Planning for busy professionals

Guiding you every step of the way

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.

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Buying or selling a house

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Setting up children's trusts and ISAs

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Budgeting for a big trip

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Funding for school fees

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An inheritance

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Planning your retirement

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Estate Planning

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Long-term care research

How much does it cost?

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.

Our Core Services

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Your own financial planning team

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Annual planning meeting

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Your personal financial roadmap

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A personal investment portfolio

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The Annual ISA Service

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The Professional Wealth Network

Learn more

Related Client Stories

Read about our approach

Zoe & Lottie

Zoe and Lotte, now with their small family, want the peace of mind that if something unexpected was to happen they would be financially okay.

Nick & Sarah

Life for Nick and Sarah feels like it’s moving at 100 miles per hour and their financial affairs are everywhere. With so much on their plate it’s hard to find the time get everything in order and plan for their future.

Next Steps

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.

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Discovery

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.

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Analysis

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.

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Plan

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.

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Annual Meeting

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.

Get in touch to see how we can help

Protecting your lifestyle

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.

How to be a professional at work and at home

This guide is to help you create a polished and professional home life, to the same standards you apply in the workplace. Fill in the form below to get your copy now.