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Financial Planning Services - Private Clients
We focus on three phases of financial planning:Accumulation of Assets Preservation of Assets Distribution of Assets Our primary tools are:
- Comprehensive financial planning services
- Searching out third party asset managers which meet your Risk/Reward tolerance
- Access to Institutional Asset Managers, mainly for large portfolios
- Concentrating on tax efficiency investing
- Utilising customised sophisticated software and other technology systems to service your accounts
Investments
Portfolio construction & planning
Offshore investment planning
Trustee investments
School/University fees planning
Risk analysis & Asset Allocation
Retirement
Pre/Post retirement planning
Pension transfers & income drawdown
Self invested personal pensions (SIPP)
Small self administered schemes (SSAS)
Pension reviews
Tax & Trust Planning
Estate & trust planning
Inheritance tax and capital gains tax mitigation
Personal taxation
Personal Finance
Mortgages and re-mortgages*
Buy to let*
Life assurance
Private Medical Insurance
Overseas property
which is authorised and regulated by the Financial Services Authority.
Professional Capital Ltd is an introducer to Active Mortgage Services for mortgage business
and do not charge a fee for such an introduction.