About Us

Capital Direct Management (UK) Limited is a national company based in Lincolnshire and born from a family business, providing independent financial advice to individuals, corporate clients and trustees. We are authorised and regulated by the Financial Conduct Authority.

At Capital Direct Management (UK) Limited we pride ourselves on independent advice for both personal and corporate investments aimed at providing an easy and stable return on your money.

Our clients benefit from:

An established and experienced company specialising in Wealth management, including a range of tax-efficient wrappers such as ISAs SIPPs, pensions, tax and trust planning.

A personal Investment Manager with whom you can have a close on-going relationship.

Jason Vincent Dip PFS

INDEPENDENT FINANCIAL ADVISER

Managing Director of Capital Direct Management (UK) Limited

Jason has been in the financial services sector all of his working life bringing to his clients a wealth of experience and strong foundations.

After Jason studied for his business and finance degree he entered financial services in 1992 working at major banks and insurance companies, he then went on to set up the family business in 1997.

Jason has successfully and organically grown Capital Direct Management (UK)Limited , boasting client confidence plus longevity.

Services

  • Financing Planning

    A financial plan is a comprehensive evaluation of an investor’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans.

  • Pensions

    Providing for your future is becoming increasingly important as people are living longer. We can offer completely independent advice on the best pension plan for you.

    We offer flexible and see-through advice aimed at helping you enjoy your retirement.

  • Wealth Management

    We work closely with our clients to provide an investment solution tailored to clients that require their investments monitored on a regular basis.

    Peace of mind is key and our clients rightly need to be kept up to date on a regular basis to understand the performance and consequences of investing their funds.

Book an initial consultation