Capital is a boutique advisory firm that provides comprehensive services to help you achieve clarity in your business and personal life – and enjoy financial freedom.
After 20 years of advising clients like you, we’ve identified three important questions that entrepreneurs have when reviewing their finances.
How can I create a financial strategy that incorporates my business and personal life?
What is the best strategy for building my wealth and managing taxes?
How can I find an adviser I can trust to provide excellent advice for a fair fee?
We have designed a unique experience that ensures you can answer these questions and provide you with clarity, confidence, and control.
Your business and family financial roadmap.
A detailed Financial Life Plan ensures you and your family have a clear vision and strategy for your future success.
We call this Future Map™
"The plan gave my wife and I an intellectual framework to help us make smart choices about our money and our future".
Once you have your Plan in place, you need an investment and tax planning strategy that optimises your current and future wealth.
One which incorporates your business and personal assets, and is aligned to your vision outlined within your Plan.
Low cost, tax efficient and proven over many decades.
We call this Intelligent Investing™
“The team at Capital was recommended to us by a friend who had experienced excellent investment results over a 10-year period. Our experience has been similar over 7 years”
We ‘get’ business owners.
As an entrepreneurial business ourselves, we understand the issues, challenges and opportunities faced by founders and entrepreneurs.
You need more than a pension salesman in a sharp suit – you need an experienced professional who will work alongside you, acting as a financial coach, copilot and ‘strategic thinking partner’.
An expert who can provide you with wise counsel at the intersection of business, family, money – and life.
We call this Your Wealth Planner
“I have benefited from and come to seek out Capital’s advice on a number of occasions and their counsel has always been unbiased, fair and sage”
Click to watch the 60-second video clip. Does it look familiar?
You may have a few more to add…
We’re here to help you with the answers
We wanted to eliminate the challenge of hiring a trusted financial planner, so we created a simple, risk-free approach that allows you to ‘kick the tyres’ and determine if we’re a good fit:
A 15-minute phone, video or in-person meeting.
We’ll discuss your situation, identify the key issues, answer any questions and agree on the next steps.
A friendly conversation usually held with you and your spouse.
We’ll ask you thoughtful questions to learn about your values, what’s important to you and your family, your big goals and any concerns you have.
We’ll present our outline strategy to help you achieve the important goals you’ve now shared.
You’ll also receive the first draft of your FutureMap, investment and tax plan.
Phone : 020 7398 6600
Please use the contact form
By submitting this form, you agree to receive communication from Capital Partners.
Stories from entrepreneurs we’ve helped.
Financial advisers can either offer independent advice, where they can consider products and providers from the whole market, or restricted advice, which is limited to certain products.
It is vital to receive impartial advice reflecting the entire market place and not limited to a small range of options.
Most large advice firms in the UK offer a restricted advice service. Capital is proudly independent.
Currently less than 20% of advice firms in the UK have achieved chartered status.
Capital is a chartered financial planning firm.
Our chartered status guarantees our commitment to training, professional qualifications, and ethical conduct.
Put simply, chartered status is a badge of quality which you should always look for.
You’re likely to be a successful entrepreneur or business owner.
There will be a key aspect of your life that you need help with, such as business growth, future sale and exit or retirement. Someone who can give you thoughtful advice at the intersection of business, family, money and life.
You’re looking for a trusted adviser, experienced in dealing with people like you and who’ll act as your strategic thinking partner.
We offer comprehensive wealth management to you and your family.
Our advice provides an integrated view of your situation across your business, property and investment assets and helps you simplify the complex and progress towards your objectives.
You can find more about our services here
We take a different approach to the majority of the wealth management sector.
We use a subscription base model as opposed to the more traditional percentage based fee.
You can learn more about our fees here.
The only way that we generate our revenue is by providing our professional services to willing clients for an agreed fee.
We receive no commission, revenue shares or ‘kickbacks’ from any provider.
This ensures that you receive impartial and unconflicted advice - no exceptions.
We have designed a rigorous approach based on academic research and data.
We call this “Intelligent Investing” and you can find more information here.
Since their launch in February 2011, our portfolios have provided consistent returns in line with their benchmark objectives.
They have outperformed most of the leading wealth managers in the UK - not necessarily because we’re smarter than everyone else, but because we avoid doing things which usually lead to disappointment, such as trying to forecast what the market will do next month or placing bets on the latest “hot stock”.
We can provide you with full performance data on request.
All client assets are held by independent third-party custodians who are legally obligated to secure the funds in a ring-fenced account in your name.
The custodians we recommend are usually large publicly listed UK companies which provide security, strength and safety for your money.
Your investments and performance data will be available through a free online platform which you will have access to 24/7.
