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

Business details

Year established: 2022
Licensed

Highlights and features

Bespoke wealth advisory tailored to your ambitions
Optimised financial planning for long-term security
Access to award-winning diversified investment solutions
Trusted management of over £6.5 billion client assets
Combining personal service with FTSE 100 expertise
Lifelong client relationships built on authenticity

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Financial planning Report

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 Report

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 Report

Retirement should be a time of freedom, not uncertainty. Whether you’re approaching retirement or already there, we’ll work with you to ensure your savings provide the lifestyle you want for the years ahead.

Business exits and liquidity events Report

We specialise in helping business owners prepare for and navigate liquidity events, ensuring the wealth you’ve created is secured, protected, and aligned with your long-term goals.

Sam Pitts-Tucker

Managing Director

Chartered Financial Analyst & Chartered Fellow CISI

A graduate of Christ Church, Oxford University, Sam has over 18 years’ experience in private banking and wealth management, advising and investing on behalf of high net worth and ultra high net worth individuals, their families and legal entities.

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