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Work Where the Bar Is High
and the Thinking Is Higher

Capital Partners is not a conventional financial planning firm. If you're looking for one, this probably isn't for you.

Who we are

Capital Partners

We’re a Chartered Financial Planning firm on a mission to transform wealth management – for our clients, for our people, and for the profession. 

We work with some of the UK’s most successful entrepreneurs, business founders, CEOs, and high-profile names from the worlds of entertainment and music. The standards we hold ourselves to are unapologetically high. 

And the environment we’ve built to meet them is unlike anywhere else in the industry.

We’re looking for people who want to be part of something that matters – and who have the curiosity, the ambition, and the character to help us build it.

Five Words That Define Us

We don’t just put our values on a wall.
We hire, develop and hold each other accountable to them.
Curious

We ask better questions than our competitors. About markets, about technology, about our clients' lives. We never stop learning, and we never assume we already know the answer.

Candid

We say what we mean – to clients, to each other, and to the industry when we think it's getting something wrong. Straight talk, delivered with respect.

Collaborative

Nobody here is an island. We work in pods, we share knowledge, we develop each other. The best outcome for the client is always a team effort.

Client-Centric

Everything starts and ends with the client. Not the product, not the process, not the platform. We are obsessed with Return on Life — ensuring wealth serves the life our clients actually want to live.

Creative

Financial planning doesn't have to be dull. We bring imagination to how we solve problems, how we communicate ideas, and how we build the firm.

Who we are

A Different Kind of Firm

Capital Partners has won every significant award the industry has to offer, including Chartered Financial Planning Firm of the Year. That doesn’t make us complacent – it makes us more determined to stay ahead.

We are proudly independent. That means no corporate agenda, no product push, and no compromise on the quality of advice we give. 

Just exceptional financial planning for exceptional people.

Many of our clients are successful entrepreneurs who’ve spent a decade building something and want to know what comes next, busy professionals and high-net-worth families navigating complex financial lives.

Serving them well demands technical excellence, genuine empathy, and the confidence to challenge conventional thinking.

We do all three.

AI and tech

We're Building the Firm of the Future – Now

The wealth management industry is changing faster than most people in it are willing to admit. Artificial intelligence and technology are reshaping what financial planning looks like, what clients expect, and what it means to add real value.

At Capital Partners, we’re not watching that shift from the sidelines. We’re investing significantly in AI-enabled tools, workflow automation, and digital infrastructure – not to replace the human element of great financial planning, but to amplify it.

Our people spend their time thinking, advising, and building relationships, not on tasks that technology can handle.

That means the roles we hire for today are evolving. If you thrive in environments where change is a feature, not a bug – where you’re expected to engage with new tools, improve your own processes, and help shape what the job looks like in five years – you’ll fit right in.

Capital Partners

The Environment

Our London office is designed for people who take their work seriously but don’t take themselves too seriously. It’s a cool, creative space that happens to be home to some of the most rigorous financial planning in the country.

On-site you’ll find a gym, a restaurant, a coffee shop, and outdoor terraces that come into their own in the summer months. 

We work hard. We also know how to enjoy it.

The culture is informal and non-hierarchical, but don’t mistake that for low standards. 

We are relentlessly professional. We sweat the details. We do things properly. And we expect everyone on the team to bring their full capability – and full character – to work every day.

What We Offer

Beyond a competitive compensation (we pay well), here’s what joining Capital Partners looks like:

  • Employer pension contribution of 8%
  • Private Medical Insurance
  • Death in Service and Income Protection
  • Annual performance bonus
  • 22 days' holiday, plus your birthday off and bank holidays — and full office closure over Christmas
  • Study support, exam funding, and up to four additional study days per year
  • Hybrid and flexible working
  • Cycle to work scheme
  • Discounted gym, cinema, travel and lifestyle perks
  • A genuine commitment to your professional development and career progression

Current Opportunities

We’re currently hiring for the following roles.
Click through for the full job description and details on how to apply.
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