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 work with you to design and develop your PLAN around your values, goals and ambitions. Through our PLAN service we can even help you figure out what your values, goals and ambitions 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 builds out powerful, holistic life and financial plans. Developing detailed financial models and risk profiles for investments, retirement, education, gifting & tax-efficient transfer of wealth. With “What If” scenarios, simulation testing and lifetime cashflow modelling, we make it easier for you to test your financial and life goals before helping turn them into reality.
Our ADVICE service provides you with FCA-regulated independent financial advice on any specific product, platform and investment recommendations needed to implement your PLAN. We research over 9,000 life, protection, pension and investment products, over 16,500 investment funds and over 55 platforms to find the most suitable solutions for you.
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.
Some of our clients need help getting their life and finances 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.
Tracey the business owner who sold to a bigger entity and now wants to either get out or buy more equity.
Paul the financier who thinks he'll never create enough wealth as an employee and wanted to explore options.
Cameron the lawyer who loves triathlons and is "not prepared to sacrifice his life for money".
Harry the Premier League footballer whose goal is to be financially independent for life.
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Call our team on 0330 1131003
Mamucium Capital is authorised and regulated by the Financial Conduct Authority FRN 767090. Registered in England 10467410. Search the FCA Register using our firm name or our above FRN reference number.
The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.
If you wish to register a complaint, please write to firstname.lastname@example.org or telephone 0330 1131017.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
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