Rogate Capital Limited is an Independent Financial Adviser (IFA) specialising in advising high net worth clients engaged in the banking, hedge fund and investment sectors.
With over 45 years industry experience we can provide unrivalled expertise and advice on company pensions schemes whether Final Salary, Money Purchase, Group, Personal or Stakeholder pension schemes.
We are uniquely positioned to profile financial sector company pension schemes both current and historical.
In reality this means that we can help you rationalise the advantages and disadvantages associated with:
We have the expertise to help you make the right decisions.
We are specialists providing pensions advice, primarily, to high net worth individuals who work or have worked in the banking, hedge fund and investment arena. With over 45 years of experience, we have positioned ourselves to provide unrivalled expertise.
At the same time, we are small enough to be able to deliver an attentive level of service and develop a close working relationship with you based on trust and integrity.
Under new regulations that came into force on 31st December 2012 all payments to advisers must be either directly by fee or indirectly by fee from the product without any influence from the product providers. This new system is referred to by the regulator as ‘adviser charging’.
On receiving an enquiry, we look to arrange a convenient time to meet either at your place of work or at our offices. The purpose of this meeting is firstly to establish whether we are able to assist your needs and objectives and secondly to discuss the range of services we provide. Generally, there is no charge for this initial meeting.
Once we have identified your objectives and assessed the work involved we will be in a position to provide details of the fees we would charge should you wish to proceed. Fees can either be a fixed amount or percentage for a specific undertaking, or based on time spent and evaluated at a rate per hour.
The level of fees that Rogate Capital levy will be a matter of discussion and agreement, and no charges or fees will be made without prior agreement in writing.
We provide specialist pension advice for individuals and businesses. We can offer a detailed analysis of your current pension portfolio and advise you of your options based on your personal and financial circumstances.
We do not simply wish to implement a product for you and then leave you to navigate your future financial waters alone; we aim to look after you in the many years to come.
Welcome to Rogate Capital Limited
We are independent which means Rogate Capital Limited is not tied to the investments of any specific fund manager or pension provider. Neither do we restrict the investment choices open to you when deciding what is most appropriate for you.
A key objective within our business is to create and build long-term client relationships by providing a hands-on and bespoke service throughout our principal functions namely, pension consultancy and retirement planning. This creates the environment to provide an all-embracing holistic service designed to resolve structural issues and then to develop and maintain a retirement strategy matched to each client's own requirements.
