Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the gd-system-plugin domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /var/www/wp-includes/functions.php on line 6114

Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the simple-custom-post-order domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /var/www/wp-includes/functions.php on line 6114

Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the updraftplus domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /var/www/wp-includes/functions.php on line 6114

Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the wordpress-seo domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /var/www/wp-includes/functions.php on line 6114
Established professionals | Private Capital UK
01270 900161
info@privatecapitaluk.co.uk 01270 900161 HK Insurance website

Established professionals

Established professionals

As an established professional, you want to enjoy your wealth now while planning for the future. But where to begin?

Many of the established professionals we work with are aged 35-55 and might be lawyers, bankers or business owners. They often have plenty to juggle, including growing families and demanding careers.

As an established professional, you’ll also be very focused on the future, and achieving those lifelong goals that your successful career may have prevented you from achieving.

 

 

We’ll help you to:

  • Plan for the short and medium needs of you and your family: your children’s education, your mortgage, family holidays, weddings etc
  • Create a bespoke plan for your eventual retirement, so that you can enjoy life beyond work with confidence
  • Invest and save in a way that’s disciplined, tax-efficient and best-placed for your financial and lifestyle needs
  • Plan for every eventuality in terms of your location

    • 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
    Tony and Helen
    Clients since 2007
  • I appreciate that Private Capital has a very deep understanding of my family.
    • 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.

    See More FAQs