Private Clients


Private Clients

We focus on three phases of financial planning:

  • Accumulation of Assets
  • Distribution of Assets
  • Preservation 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
  • 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
  • Cash management
  • Mortgages and re-mortgages*
  • Buy to let*
  • Life assurance
  • Private Medical Insurance
  • Overseas property

* Mortgage loans are arranged via Active Mortgage Services, which is authorised and regulated by the Financial Conduct Authority. Professional Capital Ltd is an introducer to Active Mortgage Services for mortgage business and do not charge a fee for such an introduction.