Bringing meaning to your money

You want a service that’s bespoke and personal to you. We have a range of services for you to choose from, on a menu basis.

Your personal FutureMap

External influences, your own circumstances, changes in direction and priorities, the expected and the unexpected – they all affect your life. Your plan should be able to flex and adapt, to roll with the punches and keep you on track. That’s where your personal FutureMap™ comes in.

What if questions

Your FutureMap is a lifelong financial roadmap designed just for you. Along with your ambitions it explores the difficult questions, anticipating change and building contingency. It’s a reference guide for your future that shows you the road ahead and gives you confidence about getting to your destination safely.

Experienced guidance

Your FutureMap is an interactive document helping you get to where you want to be. Having a plan is a great first step, but we’ll meet regularly to fine-tune it and make sure it’s still pointed directly at your goals, so you never lose sight of them.

Your guide for life

Intelligent planning now and for the future means getting the right partner and the right plan in place.

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Discovery

Share your story – the good and the bad. Your ideal lifestyle and ambitions for the future. Your family, your values and what’s important to you

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Analysis

Identifying how much you need to fuel your ideal future and planning how to invest to ensure your money beats inflation.

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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

Download your guide to intelligent investing

Learn about how your money will be invested, where and why.

Helping You Achieve True Wealth

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Dedicated experience

Your FutureMap brings together your vision of the future with our many years of experience in helping people like you to achieve their goals. Our many years of experience helps you get it right first time.

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A partner for life

Long-term relationships are key, it’s always been that way. It’s not just identifying your goals and pointing the way, we will be there every step of the way and be around to see you achieve your goals.

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Always on track

Obsessively checking your investments doesn’t help anyone, but it’s important to rebalance from time to time to stay on course. Portfolios drift, but so do priorities, so regular check-ins are essential.

Related Client Stories

Here are a few examples of how Capital can help you.

A New Opportunity

Have you had a change in circumstance and want to understand your options? Read Tim and Karina's story

A New Calling

Your investments, pensions and savings are doing well for you. But being comfortable isn't all about money.