Welcome to Capital & Professional Consulting Ltd
Welcome to Capital & Professional Consulting Ltd
Tech Dept: Technical support for private client, financial planning, tax and trust professionals
Tech Dept: Technical support for private client, financial planning, tax and trust professionals
With experience spanning financial services, private client, estate planning, will writing, LPAs and trusts, we can offer a unique portfolio of services to support your business
Technical Support
From ad-hoc questions to long-term projects - we can help you to provide technically robust services to your clients, support your sales and assist you in dealing with the growing burden of rules and regulations
Trust Administration
Our investment and specialist trust administration experience can help you to manage your portfolio of trusts, their investments, trustee reviews and accounts, and effectively communicate with settlors and beneficiaries
Technical Writing
Ensure that your publications are technically correct and meet regulatory requirements. We can create or review/edit content for your T&Cs, brochures, application packs, client reports and website or blog content
Tools & Calculators
We can create workbooks for bespoke tax calculations, financial projections, "what if?" modelling and small data management. We can also automate tasks and embed output in client reports, marketing and administrative mailings and presentations
Operations & Procedures
Is your team on top of administrative tasks, meeting deadlines and customer expectations, or is a backlog of paperwork, errors and issues on top of you? We can help you improve processes and install workflows to efficiently manage your administration
Presentations & Sales Aids
Make your client presentations and sales aids shine with clear, dynamic and engaging content. We will also be happy to speak at your event as a technical specialist