Summary Of Our Services

Paraplanning

With over 20 years of experience working in the UK IFA sector building financial plans, writing suitability reports, working with compliance teams and speaking to and assisting advisers and clients directly Capital & Risk has a financial planning pedigree that cannot be ignored.

We work with our IFA clients to help generate in excess of £1m of fee-generating suitability reports annually to save advisers time, to assist with meeting regulatory requirements and ensure advice is ‘suitable’.  Our experience in this sector has seen use work with a major global bank to build report templates and day to day we work on all areas of financial planning (including Defined Benefit Pension Schemes), investments protection, Long term, care, trusts and Inheritance Tax planning.
 
Investment Work

Science and mathematics should be the primary drivers behind your investment process!

Capital & Risk are consistently recognised by IFA’s and our peer group as having a very strong pedigree in this area.  How many firms have direct experience of working with FTSE 100 group pension funds or IFA firms to build fund screens, form capital market assumptions, optimise portfolios, select securities, develop portfolio review processes and assist with risk monitoring?

Very few, if none in our sector.  Don’t be fooled by the complexity of the process or the language being used and instead work with a firm with a long run has proven track record across all market conditions.
 
Research

Behind the scenes we have been a leader in product and provider due diligence process, setting the standard for what should be assessed and analysed.  This has meant since 2007 we have been at the forefront of the bespoke platform, fund and product analysis marketplace.

Let us take the time and complexity out of this process for you and lean on our experience so you can focus on your clients.

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