A few words about who we are

Capital is a financial planning firm unlike any other. We like it that way.

We are truly a boutique business and provide a unique service focused on resolving the financial challenges faced by busy entrepreneurs and professionals in the media, tech and creative sectors. Let us do your heavy lifting so that you can get on with doing what you love to do.

Our purpose is to make a positive difference, one family at a time. This is what inspires us, what gets us out of bed in the morning and provides the focus that energises and drives our people and our business. It is the soul of our business and it shapes our culture.

We operate in the world of facts, truth, evidence, and science – not superstition when it comes to caring for your wealth. That’s why we have crafted an award-winning planning and advice service. One that will provide you with the clarity and understanding you desire and that gives you the reassurance that all your important financial issues are being fully taken care of by a team you trust. We offer three service levels at three flat fees, it’s as simple as that. No hidden costs, no confusing percentages to calculate and no commissions to muddy the waters.

Almost the entire team have left huge impersonal organisations in order to join Capital and do what they love, which is to personally help people like you. Our staff turnover is almost non-existent, so you can count on your financial adviser to be there with you every step of the way.

Every month we send out some great ideas, thoughts and inspiration. If you want to hear from us, add your email address here.

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