Process: Efficiency and Transparency

At Family Capital, we prioritise efficiency and transparency in everything we do. Central to this is our bespoke Family Wealth Portal, a tool we use to deliver on the FCA Consumer Duty's four key outcomes:

• Products and Services: The portal ensures our services are tailored to meet your needs by providing real-time views and updates on your financial information, helping us continually refine and improve our offerings.

• Price and Value: By streamlining our processes through the portal, we offer competitive pricing without sacrificing quality, ensuring you receive fair value for our services.

• Consumer Understanding: The portal promotes total transparency, giving you clear and comprehensive access to your financial data, which aids in making informed decisions.

• Consumer Support: Secure communications and easy access to your information through the portal mean you always have the support you need at your fingertips.

By leveraging digital technology across multiple platforms, the Family Wealth Portal enhances our processes and ensures we always put our clients first.