Every Capital client will receive our core services. These ensure you are on track to reach your future goals and aspirations.
You’ll know where you are heading, and you have your personal financial roadmap to get you there. Your money will be expertly invested to achieve secure and optimum returns. In addition, you have your own team of financial planning experts who are available for you to contact at any time. Our team support is here to answer any questions that you may have and our core services offers you a meeting on a yearly basis to monitor the progress of your investments and make any amendments.
Your own financial planning team
Annual planning meeting
Your personal financial roadmap
A personal investment portfolio
The Annual ISA Service
The Professional Wealth Network
Nobody likes paying for services they don’t use. At Capital you can pick and choose what services you require, to suit your personal situation.
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Preparing for retirement by funding your regular pension contributions.
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Gifting money through the generations to provide rewards now and reduce inheritance tax.
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Helping children and/or grandchildren get a foot on the housing ladder.
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Putting your affairs in good order, to reduce the effect of inheritance tax.
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Advice on pension transfers from defined benefits schemes plus pension consolidation.
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Designing an income strategy in retirement via income drawdown and other options.
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Encrypted secure storage, passwords, legal and financial documentation.
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Undertaking good deeds through charitable donations and philanthropy planning.
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Arranging your savings and investment affairs in a tax-efficient manner.
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Planning for nursing or care home costs for a vulnerable family member.
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Building a strategy to fund future school and higher education costs.
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A full review of your insurance and protection needs.
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Working with trustees to create and manage the trust investment strategy.
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A plan to support you in achieving your goals and in a manner that is tailored for your risk appetite.
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Workplace benefits review: A full investigation of employee benefits and services.
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Releasing the locked-up equity in your home in order to create useable capital or to provide an income.
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Creating your tax-efficient investment strategy across all of your assets.
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The non-core investment strategy to incorporate esoteric and unusual assets.
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