Private Capital (UK) Limited

Independent Financial Adviser Stapeley House, London Road, Nantwich, Cheshire, CW5 7JW
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
12th August 2019
Financial planning sits at the core of everything we do for our clients.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Rest of world
    • Group pensions
    • Group protection
Meet our advisers
Phil Stockton
Financial Planner and Director
Where to find us

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

Make an enquiry
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.

Advice methods
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

Private Capital (UK) Limited (830433) is an appointed representative of RockWealth LLP (610181) which is authorised and regulated by the Financial Conduct Authority.

The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments. This website is not personal advice based on your circumstances. So you can make informed decisions for yourself we aim to provide you with the best information, best service and best prices. If you are unsure about the suitability of an investment please contact us for advice.

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