Private Capital (UK) Limited

Independent Financial Adviser  Stapeley House, Stapeley, Cheshire, CW5 7JW
First meeting at adviser's own cost
Financial planning sits at the core of everything we do for our clients.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Estate planning
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Rest of world
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Response rating
9.0/10
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FCA authorised
Last authorised 23rd January 2020
Meet our advisers
Phil Stockton
Financial Planner and Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

We are a Nantwich based financial planning firm driven by Evidence-based investing.

• We are Financial Planners: We are less concerned with your money, and more concerned with you, your goals and objectives for the future.

• We are independent: As an independent firm, we are able to recommend financial products (ISAs, pensions, etc.) from the whole market. You can rest assured that the solutions suggested are objective and fit for purpose.

Our services

We work with two groups of people:

1. People approaching retirement

You’re thinking about the future but might not be ready to retire for another 10 to 15 years. You want a robust strategy to ensure you reach that point.

2. People at retirement

You're ready to stop work completely or ease in to retirement by continuing to work - on your terms. You want peace of mind to know that your financial situation will endure.

We specialise in creating bespoke and meaningful financial strategies that will enable you to enjoy life, before and in retirement.

Where to find us

Stapeley House, London Road, Nantwich, Cheshire, CW5 7JW

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 23rd January 2020

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