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Private Capital UK | Financial Planning Services

Independent, evidence-based investment and financial planning services for individuals and families in the UK

Learn more

Who we work with

Based in Nantwich, Private Capital UK serves clients in Cheshire and across the UK. Because of our international presence, many of our clients in the UK have lived in Hong Kong, east Asia or elsewhere globally. If you’re starting a new life overseas or indeed returning to the UK after several years overseas as an expat, we can help provide reassuring advice on what can be a complicated journey. Many of the people we work with fall under one of the following three stages of life.

Meet the team

With more than 100 years of combined experience and full qualifications, you can rest assured your financial future is in good hands.

Rick Adkinson

Managing Director

Phil Stockton

Director & Financial Planner

Mathew Bate

Director

How we work

Financial planning is an ongoing process that helps you make sensible and informed decisions about money. It goes beyond short-term fixes.

Instead, it’s about thinking how best to spend your money to achieve your lifelong goals, both now and in the future.

We offer fee-only, evidence-based investment management that is unbiased, truly independent and executed in a highly cost-effective manner.

Its success is based on long-term market history, academic evidence, practical application and patient participation.

We believe in being as transparent around fees as possible. That’s why we are happy to disclose our advice fees online even before you have met us.

We do things differently. We have no hidden charges and always fully disclose our fees before commencing work.

Client stories

James and Amy

From Private Capital, I got a new level of understanding. I just wasn’t aware of these things until I talked to you.

Clients since 2002

Tony and Helen

I appreciate that Private Capital has a very deep understanding of my family.

Clients since 2007

Scott and Ramona

With Private Capital I can email or talk any time. It’s just a very good relationship; it feels more like a family.

Clients since 2016