Financial Planning

H Capital is committed to providing the highest quality investment and technical financial planning advice to personal, corporate and trust clients. Services include detailed cash flow modelling, pensions/retirement planning, insurance as well as access to our Discretionary Investment Management Service.

We recognise that our private clients are busy, and as such we typically provide a Discretionary Investment Management service, but we also appreciate that every client is different and even the time poor sometimes wish to retain control of investment decisions.  We therefore offer an Investment Advisory service to meet those needs where required.  

Moving on to tax issues, estate, inheritance, and capital gains taxes can consume a significant portion of even well-planned estates. H Capital can facilitate qualified guidance and advice for individuals and families of any size and structure. The objective is to limit the negative impact of taxation through a well-protected legacy.

Please refer to Services – Our Fees – for details of costs.