The 7 strong team at Capital & Risk is a cohort of experienced Investment Analysts and Paraplanners, whose primary role is to provide long term B2B technical support to next generation financial planning firms across all areas of financial planning and investment management. Glyn and his team are known for their extensive skill set and long term financial planning experience (average team experience 15 years +) and have built a deep understanding of quantitative financial theory, portfolio risk management, the mechanics of portfolio mathematics and the practical application of these day to day at firm and client portfolio level, and have become highly regarded by their clients and peer group in this area. We have built long term successful relationships with the following leading UK financial planning firms:  Longhurst  Stem Financial  Oxford Advisory Partners  Eleven.2 Financial Planning  Jacksons Wealth Management  Sasha Hunt  Berkley Square Private Clients  Skentleberry Financial Planning  Arthur Lawrence Wealth Management  Work to Live Financial Planning  Mark Timmins Wealth Management  Hutchinson Wealth Management  McGarvey Jones  The Paraplanners  Go Paraplanning  St. James Place Our areas of expertise are:  Investment Portfolio Construction & Management  Fund and Security Screening  Portfolio Reviews  Pension Planning (incl Defined Benefit Pension Scheme Transfers)  Investment Planning  Inheritance Tax Planning  Tax Advantaged Investment (BPR/AIM)  Long Term Care Planning  Product Research In a world of uncertainty, Capital & Risk provide your business with a solid foundation upon which to grow your business. We will assist and guide you so that your decision making leads to robust outcomes, whilst helping to protect and grow your clients’ wealth, and ensure that you not only meet the standards required by the industry regulator, but also exceed them.