You’re unique. So are we

Nobody wants to be practised on when it comes to something important, and why should you? You want to know that whoever is managing your entire wealth is qualified to do so, is competent to do so, and has years, if not decades, of experience.

Above and beyond that, you will want evidence that they have been doing it well and to a level above the ordinary. In fact, you want the very best, someone at the top of their career and an expert in their field. Imagine a combination of your own personal financial planner, trusted family adviser and lifestyle coach. Someone who is your ally, your confidante, looking out for your interests, peering into the future and helping you consider all your key issues, challenges, decisions and new ideas.

Only the very best – Chartered status

Of course, you expect the highest level of skills and technical expertise – as one of the few firms of Chartered Financial Planners in the UK you can be assured that our team of advisers are at the top of their game professionally. When it comes to managing your family’s financial planning needs – only the best qualified, experienced people should be involved. In 2017, we were named Chartered Financial Planning firm of the year by the Personal Finance professional body, PFS.

Award winners

There is not a financial advisory firm in the UK that has won the range of industry awards that Capital has collected over recent years. As a result, we are told that we are in the top 1% of all financial advice firms in the UK. Have a look at our trophy cabinet when you visit – it’s quite something.

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