It’s about your whole life – not just your money. We understand that your money is simply the tool to enable you to live the life you want. We encourage you to dream big and then stick with you throughout your journey to making your dreams a reality. We develop your financial plan around your life, your goals and ambitions. Through our financial planning program we can even help you figure out what your goals are if you don’t already know. You see we really do want to listen. We want to hear your story – all of it.
Our 'Plan' service ensures clients are prepared for anything that life has to throw at them. We model a complex lifetime stream of money in and money out, whilst accounting for things like inflation, taxation, and investment growth, giving our clients huge advantages when it comes to making financial decisions.
Our 'Advice' service provides clients with FCA-regulated independent financial advice on any specific product, platform and investment recommendations needed to implement your Plan. Recent findings from the largest study carried out shows a value add-on of 3% per annum, compared to not using the services of an adviser.
Our 'Invest' service is all about providing a successful investment experience. That means more than considering just investment returns. It means offering peace of mind knowing that a transparent evidence-based approach backed by decades of Nobel Prize winning research and academic evidence, is powering every decision.
Our 'Manage' service is personal to you and ensures we keep your goals at the front of your financial plan. Because life is full of surprises and changes, we will meet with you regularly to review and update your financial plan, whilst discussing what forward planning strategies are required to ensure it adapts for you and your circumstances.
Our financial data modelling service enables clients to visualise their financial future, test & compare different 'What If' scenarios and instantly understand the impact of key decisions on life events along the way.
We model client's forecasted financial positions for each year into the future. Life is unpredictable, but our 'What-If' modelling scenarios help ensure that clients are making best-informed financial decisions.
Some of our clients need help getting their financial life organised, most need education and help making good decisions, others need help to uncover what a life well lived looks like for them, and expertise to pull that together into a plan, and many need regulated advice. We bring all of these elements together.
We will help you get your financial house in order. We will provide for your lifetime income and expenditure needs and your tax planning, investments, protection and estate planning. We provide you with access to our Personal Finance Portal (PFP) so you can view your finances online 24/7/365.
We will help hold your feet to the fire of your STATED best intentions. We help you follow through on your commitments by working with you to prioritise your goals, show you the steps you can take and regularly review progress towards achieving them.
We provide insight to help you avoid emotionally driven decisions in important money matters. We are available to consult with you at key moments of decision making, doing the research to ensure you have all the necessary information at hand.
We will work with you to anticipate your life transitions and to be financially prepared for them by regularly assessing what is coming and creating the action plan to address and manage these life transitions ahead of time.
We explore the specific knowledge needed for you to succeed by thoroughly understanding your situation, then providing the resources to help with your decision making. We explain the options & explore the risks associated with each choice.
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Mamucium Capital is authorised and regulated by the Financial Conduct Authority FRN 767090. Registered in England 10467410.
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