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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


    Portfolio construction & planning
    Offshore investment planning
    Trustee investments
    School/University fees planning
    Risk analysis & Asset Allocation


    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

    * 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.