Financial Planners

London and Capital Group Ltd

London and Capital Group Ltd is a financial services company based in London, England. They specialize in providing financial planning services to their clients. With a focus on delivering personalized solutions, London and Capital Group Ltd is committed to helping their clients achieve their financial goals.

Introduction to London and Capital Group Ltd

London and Capital Group Ltd is a financial services company based in London, England. The company was founded in 1986 and has since been providing financial planning and investment management services to individuals, families, and institutions worldwide. What sets London and Capital Group Ltd apart is their personalized approach to financial planning, tailoring their services to each individual client's needs and goals.

Services & products

London and Capital Group Ltd offers a range of financial planning and investment management services, including wealth management, retirement planning, tax planning, and estate planning. They also offer a number of investment products, including mutual funds, exchange-traded funds (ETFs), and alternative investments.

Location

London and Capital Group Ltd is located in the heart of London, on Mortimer Street in the Fitzrovia neighborhood. Fitzrovia is a bustling area with a mix of commercial and residential buildings, and is home to many media and creative businesses. Visitors to the area can expect to find a variety of restaurants, cafes, and bars, as well as boutique shops and art galleries. The company is easily accessible by public transportation, with the closest options being Oxford Circus Station (0.3 miles), Tottenham Court Road Station (0.3 miles), and Goodge Street Station (0.4 miles).

Benefits

Customers should choose London and Capital Group Ltd because of their personalized approach to financial planning and investment management. The company takes the time to understand each client's unique needs and goals, and creates a customized plan to help them achieve their objectives. Additionally, London and Capital Group Ltd has a team of experienced financial planners and investment managers who are committed to providing the highest level of service and expertise to their clients.

Good to know

Customers should be aware that London and Capital Group Ltd is a fee-based financial services company, which means that they charge fees for their services rather than earning commissions on products they sell. This ensures that the company's interests are aligned with their clients' interests, and that they are focused on providing the best possible advice and service.

Reviews

Customers have praised London and Capital Group Ltd for their personalized approach to financial planning, with many noting that the company took the time to understand their unique needs and goals. Clients have also praised the expertise and professionalism of the company's financial planners and investment managers, and have noted that they feel confident in the advice they receive. Overall, customers have been highly satisfied with the services provided by London and Capital Group Ltd.

Amenities

free consultation
online account access
financial planning
investment advice
retirement planning
tax planning
insurance coverage
wealth management

FAQ

What types of financial planning services do you offer?

We offer a wide range of financial planning services including investment management, tax planning, retirement planning, estate planning, and wealth management.

How do you customize financial plans to fit individual clients?

We take a thorough approach to understanding each client's unique needs, goals, and financial situation in order to create a customized financial plan that fits their specific needs. We work closely with clients to ensure that their financial plan is tailored to their goals and objectives.

What are your fees and how are they structured?

Our fees vary depending on the complexity of the financial plan and the services required. We typically charge a percentage of assets under management, but we also offer hourly rates and flat fees for specific services. We are transparent with our fee structure and will discuss all fees with clients before beginning any work.

What professional qualifications do your financial planners have?

Our financial planners have a range of professional qualifications including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Wealth Manager (CWM) designations. We also prioritize ongoing education and training to ensure that our advisors are up-to-date on the latest financial planning strategies and techniques.

Can you provide references or testimonials from satisfied clients?

Yes, we can provide references and testimonials from satisfied clients upon request. We are proud of the relationships we have built with our clients and the positive feedback we have received over the years.