Trading Style
Appointed Representative
Appointed Representative
The simplest way to operate. You don’t need a limited company — just a trading name. You still own your clients and your business.
You decide the service you deliver, shaping the client experience your way.
It’s lean, efficient, and powered by our WealthPortal — a straightforward way to grow without unnecessary complexity. You don’t need a company structure just to feel official; this route lets you focus on clients, not admin theatre.
Appointed Representative
Appointed Representative
Appointed Representative
For those who prefer a corporate structure. You run as your own limited company, with your own brand and identity. You still own your clients and your business.
Like a trading style, you decide the service you deliver — the difference is simply that you do it through your own company.
It’s the familiar route for advisers who like the formality of their own setup, even though the client experience remains the same.
Partner
Appointed Representative
Partner
The partnership route takes things further. You still own your clients and your business, but you also become part of the Family Capital brand.
With that comes a commitment: Partners work to the same uncompromising standards that define Family Capital, aligning closely with the way we run the group.
It’s about building together — combining independence with a shared identity and a collective drive to deliver the best outcomes.