Young professionals

As a young professional, you’ll be aware of the careful financial balance required to enjoy your time now while planning for your future.

Many of the young professionals we work with are in their 30s and are well on their way to becoming an established firm partner or high earner.

With young families, stressful careers and eventual retirement on their minds, they need a financial professional who can help them to get organised and establish a successful future.

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

Think ahead to your long-term future and create a thorough plan for every stage of life, including your eventual retirement

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.

Scott and Ramona

Clients since 2016

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