Independent Financial Advisors

We help you to help
your client

Looking to impress, retain and grow your clients? We get to know our IFAs and work with you collaboratively to help meet your clients’ objectives.

We build strong, long-lasting relationships

Capital adopts a partnership approach. After all, we like you are entrepreneurs too. This means working with you collaboratively to impress your clients and using honest feedback for continual improvement.

A comprehensive client reporting tool

Our IFA accounts help you to streamline your administration. With access to our online reporting tool, clients can now either contact their advisor or log-in and serve themselves.

  • User friendly, visual client interface

  • Easy to use platform via a single log-on

  • See exactly what your client sees

Client Login

A dedicated team of investment specialists

For IFAs not wishing to select investments themselves, our highly qualified investment management team are well equipped to make decisions on your portfolios for you.

  • 150 years’ collective experience within the team

  • Access to our platform

  • A range of risk-rated products to choose from

Specialists in the Office

Cash management
for IFAs

Enhance and simplify your remuneration from our services as well as from other providers. Our treasury department offers a range of services to IFAs, including:

  • Cash holding in an AA+ rated account

  • Competitively priced foreign exchange

  • Efficient global payments service

Cash management illustration

Explore our suite
of services

Create tomorrow... Start today.

Manage all your assets in one place.