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Northcap Wealth Northcap Wealth
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Business Details
4 Years
experience
Northcap Wealth is a specialist financial planning firm dedicated to helping individuals and business owners achieve long-term financial security and confidence. We provide clear, tailored advice across every stage of wealth management - from building assets and planning for retirement to protecting your family and passing wealth efficiently to future generations.

Our services include comprehensive retirement and pension planning, tax-efficient investment strategies, cashflow modelling, estate and inheritance tax planning, and protection advice. By combining deep technical expertise with a highly personal approach, we ensure that every client’s plan reflects their goals and values while making the most of opportunities for growth and tax optimisation. Whether you are seeking clarity on your current position or a long-term partner to guide complex financial decisions, Northcap Wealth delivers advice you can trust.
Served areas
  • Milton Keynes, Oxford, Cambridge, Buckinghamshire, London
Details
  • Year established: 2022
  • Licensed
Highlights and features
  • We have over 19 years of privatebanking experience.
  • Our Managing Director is a Chartered Financial Analyst.
  • We manage awardwinning investment solutions worth 7.4bn assets.
  • Our firm is FCAregulated and part of Schroders.
  • We provide taxefficient strategies backed by institutional expertise.
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Services
Financial planning
Guided by your circumstances and ambitions, we will seek to meticulously craft, and continuously optimise, a wealth strategy distinctly tailored to your needs.
Investment advice
Great investment advice centres around creating a disciplined, well-researched approach that aligns your investments with your goals, risk tolerance, and long-term financial plans.
Pension and retirement
Retirement should be a time of freedom, not uncertainty. Whether youre approaching retirement or already there, well work with you to ensure your savings provide the lifestyle you want for the years ahead.
Business exits and liquidity events
We specialise in helping business owners prepare for and navigate liquidity events, ensuring the wealth youve created is secured, protected, and aligned with your long-term goals.