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.

Tony and Helen

Clients since 2007

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

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:

STOCKTON Philip Wheeler: PXS10197

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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