Private Clients

Life doesn’t stand still – priorities change as does the world around us. That’s why we invest in building strong relationships with our clients, adapting solutions to meet their evolving needs. Core to our approach for individuals is to help them protect the income that supports their current lifestyle.

We help clients plan for their future ambitions and to achieve the financial goals they have set for their retirement, their family and even for their future generations. We work alongside our clients’ solicitors and accountants in order to provide a cohesive approach to managing wealth in a tax-efficient way.

Areas of Advice

We have developed a strong network within the asset management, legal and accounting professions and advise private clients in a range of areas including:

Retirement planning for private clients
Protecting your family and your wealth
Tax efficient wealth management
Estate/inheritance tax planning
Mortgages
Wills & trusts

KAL Capital Partners Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). Firm reference number 487395. To verify Vision Independent Financial Planning Ltd status please visit the FS Register – https://register.fca.org.uk. KAL Capital Partners Ltd is registered in England and Wales registration number: 10465034. Registered Office: 43 Berkeley Square, Mayfair, London W1J 5AP. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.