Tel : 0330 113 1003                                            Email : enquries@mamuciumcapital.co.uk

WELCOME TO

MAMUCIUM CAPITAL

INDEPENDENT FINANCIAL ADVICE. PROFESSIONALLY DELIVERED.

FINANCIAL PLANNING | WEALTH MANAGEMENT | PERSONAL FINANCE PORTAL

Let's Start With You

You'd like to simplify your financial life.

Like some of our existing clients, you may be a serial entrepreneur who has built up and sold a number of businesses. Alternatively you may have acquired capital over time or through a life event or from a successful career. 

As a custodian of wealth you want to continue funding your existing lifestyle, support your family and pass it on to the next generation, in the best possible way.

You welcome and recognise the value of expert advice and professional business relationships. 

You want to feel both excited and reassured about your financial future.

You want to be able to relax about your money and focus on what's really important to you.

You earn over £100k per annum or have investable assets (savings, investments and pensions) of over £1 million.

If this sounds like you and you'd like to know more about becoming a client, we'd love to meet you and hear about you and your story.

Let's Start With You

'Our Client Agreement/Terms of Business!'

download

How We Can Help You

Discover how much money you really need during the course of your lifetime.

Financial Planning

Financial Planning

Life is not a dress rehearsal, we only get one go at it so we see our role as being one to help you experience the best life possible with the money that you have. We work with you as partners to understand what you want to achieve in life, putting in place the financial building blocks to enable you to enjoy a fulfilling life.

Wealth Management

Wealth Management

Our approach to investing is about providing a successful investment experience. That means more than considering investment returns. It means offering peace of mind knowing that a transparent approach backed by decades of Nobel Prize winning research and academic evidence is powering every decision. 

Personal Finance Portal (PFP)

Personal Finance Portal (PFP)

Our Personal Finance Portal (PFP) enables you to view your fund information and financial portfolios at the click of a button. So whether you’re looking for an up-to-date valuation of your portfolio, want to assess how you’re progressing against your goals or simply wish to get in touch, PFP has it covered.

'Our Guide to Financial Planning!'

download

How We Work

The six core values in our Financial Planning model are as follows :

A Life-Centred Approach

A Life-Centred Approach

Some of our clients need help getting their financial life 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.

Organisation

Organisation

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.

Accountability

Accountability

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. 

Objectivity

Objectivity

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.

Proactivity

Proactivity

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.

Knowledge

Knowledge

We explore the specific knowledge needed for you to succeed by first thoroughly understanding your situation, then providing the resources to help with your decision making. We explain the options and explore the risks associated with each choice, both intellectually and emotionally.

'Our Independent Investment Committee!'

download

Independent Financial Advice

As independent financial advisors, we are uniquely placed to give you truly independent financial advice. We have no financial conflict of interest in selling products, increasing investment transactions or modifying portfolios. 

We have a strong incentive to minimise your costs and maximise your account value, since our fees can grow only if the size of your account grows. Our pricing structure is based around the value we deliver, not the time we spend providing services. We only use investment funds, custodians and financial products which are commission free and always negotiate with product providers to reduce costs where possible. This leaves more money with you, not the funds managers or providers. We don't charge for trading or rebalancing. All fees, expenses and transaction charges are fully disclosed and clearly accounted for.

Partners We Work With

As independent financial advisors, we're free to choose from an unlimited number of product providers, investment portfolio options, funds, strategic partners and qualified professionals. The strategic partners we work with provide access to leading economic research and portfolio expertise. They also provide better targeted funds, in more desirable portions of the world's markets, than those available to retail investors. The qualified accountants, lawyers and other professionals we recommend are known, trusted and leading practitioners in their specialised fields. Where required, we can create an integrated team of expert professionals who talk to each other and work well together, with your interests at the heart of everything they do.

'Our Investment & Supplier Proposition'!

download

'Our Strategic Asset Allocation (SAA) Methodology!'

download

Subscribe to our monthly e-newsletters here!

SUBSCRIbe