FINANCIAL PLANNING SPECIALISTS
Welcome to Capital Associates
Bespoke Financial Solutions and Asset Management
At Capital Associates, we’re passionate about enabling our clients to achieve their financial goals and aspirations. Because of this, we channel all of the expertise, dedication, and business acumen we’ve developed over many years working in the finance industry into providing an exceptional range of services spanning all aspects of wealth management and financial planning.
Services we offer include pensions advice, investment bonds, and Existing Fee Analysis, to name just a few. All are rooted in our uncompromising drive to fully optimise the performance of our clients’ financial assets without ever losing sight of their unique needs, their priorities, their approach to money matters, and their outlook on life in general.
As highly talented and experienced experts within their chosen fields, our team of dedicated financial professionals are recognised across the finance, investments, and pensions sectors.
What we do
Investments
Pensions Planning
International Estate Planning
International Tax Advice
Existing Fee Analysis
Mutual funds Investments
Notes & Bonds
Personal 1 to 1 Planning
ETFs
QROPs
SIPPs
Investments
We deliver the right investment package for you. Tailored to your exact needs we ensure your portfolio is perfect for you.
Retirement / Pensions Planning
Whatever your circumstances and personal goals, our experts work closely with you to give the finest in pension and retirement advice.
Special International Tax Advice
Our specialists are here to give you the very best personalised international tax advice that is bespoke to your needs.
About us
We’re serious about delivering financial excellence at every stage of the process, and are renowned for meticulously devising bespoke service packages tailored precisely to the specific requirements of each individual client.
This commitment to fine-tuning our services to meet our clients’ needs begins from the moment they make contact with us. Following an initial informal conversation regarding their current financial situation and intended outcome, we conduct an in-depth consultation and market assessment. This creates a service which meets our clients’ hopes and concerns, and delivers the results they want.
Our clients come to us for many reasons. They might be seeking to explore new and exciting investment opportunities, consolidate an existing portfolio, or simply take steps to safeguard a secure financial future for their family. Whatever the objective, we have the expertise, insight, and expertise necessary to make that vision a reality.
We know we can help in securing your financial future –
Simply get in touch.