Company Profile

Professional Capital is a wealth enhancement firm offering expertise in establishing a customised, flexible financial road map for clients. Notwithstanding a great deal of experience and credentials, our planning process focuses on the psychological as well as financial factors which have an impact on formulating a long-term money strategy.

Our approach is designed to help articulate and quantify goals, organise financial data, identify needs, expose new opportunities and evaluate alternatives courses of action.

Mission

Our mission is to increase and protect our client's wealth in a proactive, ethical and compliant fashion. We will aim to achieve this by offering first class financial advice, shaping and reshaping the current and future financial plans and, taking into account the short, medium, and long term objectives and the changing market opportunities.

 

Message from Founding Director, George Kapositas

“PC's approach is to design bespoke wealth management solutions tailored to your needs, then apply our extensive financial planning experience to improve the performance of your financial plans and goals. We recognise that today's constant changing legislation and markets require expertise and tools that are often beyond individual investor knowledge and resources.

Our goal is a long term partnership to help you confidently achieve your most important financial goals by preventing undue sacrifices to your current
financial lifestyle and avoiding unnecessary investment risks”.

George began his career in the financial services industry with Friends Provident and AMP NPI prior to setting up the private client division for an online discounted broker. His background has been marked by his experience with investment & retirement services and comprehensive financial planning for private and corporate clients.

George received a BSc in Business & Operational Research-Dissertation in Financial Planning using Quantitative Modelling and a Masters in Business Management from the University of Birmingham . He holds the Financial Planning Certificate, the Advanced Financial Planning Certificate and the Securities Institute Diploma (fund management, private client investment portfolio & management). He is a member of the Personal Finance Society (PFS) and Associate Member of the Securities Institute (SI).