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Beyond work

Beyond work

If you are now ready to enjoy retirement – whether that’s here in the UK or elsewhere – you’ll need the help of an expert to ensure you’re financially ready to retire.

Many of our clients who are ready to think about life beyond work are aged 55 or over and are keen to begin the retirement they’ve worked so hard for over the years. After busy careers, at home and abroad, they’re ready to enjoy life without the pressures of work.

What’s more, many of them have assets in multiple regions of the world. This can make retirement planning more complex. It can be hard to know if you’re making the right choices. That’s where we can help.

We’ll help you to:

  • Create a bespoke plan for your retirement, so that you can enjoy life beyond work with confidence
  • Make lifestyle changes, such as repatriation, travel or early retirement
  • Evaluate your existing financial arrangements, such as your pensions (including QROPs and SIPPS), savings and investments, to create a full picture of your retirement income
  • Make adjustments to your arrangement if necessary, to help you achieve your goals
  • Invest and save in a way that’s disciplined, tax-efficient and best-placed for your retirement needs

    • Why Private Capital?

    Your financial needs and goals will present unique challenges. You need a financial professional with specific expertise.

    That’s where we come in. Unlike the service a restricted adviser or bank would provide, as an independent firm our recommendations are unrestricted and unbiased.

    Because of our international presence, regulation and reputation in the UK, Hong Kong and wider east Asia, you can be confident that we are well equipped to help you get financially organised and achieve your lifelong goals.

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

    Read more
    James and Amy
    Clients since 2002
  • From Private Capital, I got a new level of understanding. I just wasn’t aware of these things until I talked to you.
    • read more

    FAQS

    Yes, we are an appointed representative of RockWealth LLP (610181) which is authorised and regulated by the Financial Conduct Authority. You can find our entry on the FCA register by clicking here.

    The following are the names and FCA licence numbers of our Licenced representatives:

    More information can be found here.

    Private Capital is a Financial Planning company providing holistic Financial Planning and investment management services. We specialise in advising clients with a connection to the United Kingdom, whether British citizens or not, both in the UK and Hong Kong.

    Private Capital is a fiduciary, fee-only, independent adviser paid solely by our clients, allowing our advice to be unaffected by conflicts of interest. Our portfolios are evidence-based and built on access to institutional-quality financial solutions at the lowest cost possible.

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