Services

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.

Bespoke Services

You want a service that’s bespoke to you. A ‘one size fits all’ approach is not appropriate for many things in life but particularly for something as critical as your finances. We have therefore tailored a wide range of services that you can choose from; essentially a menu that will be designed to meet your needs. Each option has a clear fee, so you will know exactly what you will get and what it will cost you.

Our Core Services

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.

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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

Add-on Services

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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Retirement Planning

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Retirement Planning

Preparing for retirement by funding your regular pension contributions.

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Gifting

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Gifting

Gifting money through the generations to provide rewards now and reduce inheritance tax.

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Help relatives into property

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Help relatives into property

Helping children and/or grandchildren get a foot on the housing ladder.

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Inheritance Planning

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Inheritance Planning

Putting your affairs in good order, to reduce the effect of inheritance tax.

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Pension Consolidation

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Pension Consolidation

Advice on pension transfers from defined benefits schemes plus pension consolidation.

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Income Planning

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Income Planning

Designing an income strategy in retirement via income drawdown and other options.

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Catastrophe Plan

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Catastrophe Plan

Encrypted secure storage, passwords, legal and financial documentation.

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Philanthropy Planning

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Philanthropy Planning

Undertaking good deeds through charitable donations and philanthropy planning.

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Tax Planning

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Tax Planning

Arranging your savings and investment affairs in a tax-efficient manner.

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Long-term Care Planning

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Long-term Care Planning

Planning for nursing or care home costs for a vulnerable family member.

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Planning For School Fees

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Planning For School Fees

Building a strategy to fund future school and higher education costs.

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Family Risk Audit

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Family Risk Audit

A full review of your insurance and protection needs.

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Trust Investment Strategy

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Trust Investment Strategy

Working with trustees to create and manage the trust investment strategy.

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Personal Investment Plan

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Personal Investment Plan

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

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Workplace Benefits Review

Workplace benefits review: A full investigation of employee benefits and services.

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Equity Release Planning

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Equity Release Planning

Releasing the locked-up equity in your home in order to create useable capital or to provide an income.

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Tax-Based InvestmentPlanning

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Tax-Based InvestmentPlanning

Creating your tax-efficient investment strategy across all of your assets.

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The Non-Core Investment Strategy

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The Non-Core Investment Strategy

The non-core investment strategy to incorporate esoteric and unusual assets.

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The Capital Guarantee
No tied in contracts here...

We only work with clients where we feel we can add real value. If you’re ever unhappy about the service we provide, we’ll refund the balance of your annual fee.