Frobisher Capital Ltd’s aim is to offer a personal relationship to our many clients and by using all the financial planning tools at our disposal to help clients plan and attain their long term financial needs.
By combining the role of independent financial advisers, offering access to “whole of market”, with that of wealth managers we are able to offer a level of service that our clients demand, providing a bespoke service that gives real value for money whether it concerns investment portfolios, pensions, tax advice, inheritance tax planning or life assurance and mortgages. Our aim is to demonstrate on an agreed basis where our advisers can add value.
John and Frobisher Capital have looked after my investments for nearly 20 years. During that time, he has offered excellent advice and helped me to realise my financial goals and achieve a sound future for myself and my family. If you are looking for financial advice, you need look no further.
Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks. Whatever your level of wealth, there is nothing wrong in deciding to prepare a risk aversion strategy. This is reasonable and prudent for anyone who is sure that they already have ample to provide for themselves and their family into the future.
Professional Financial Planning is the process which aims to help you realise your ambitions. As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term. You will almost certainly have plans of some kind - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications ...
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance, you need to provide yourself with a secure income for the rest of your life. A well prepared pension plan which is regularly reviewed...
Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die. Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances. An expert will be able to help you plan your taxes in advance ...
Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage advice which is individually tailored to your needs and requirements? We are not tied to any particular lender, which means that we have the ability to act on your behalf in order to establish the most appropriate mortgage solution for you.