Fountain Wealth

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Our Values

Since our inception in 2009 and as our business continues to grow and adapt, something that will never change or alter, is our principles and values. The embedded culture of integrity within our company ensures we will always offer honest, independent advice that meets your wants and needs, not just for today but over the long term.

Something we have learned and a key aspect of our service is that we will listen attentively, making sure we clearly understand your financial goals alongside your current wants and needs. We take pride in being recognised for our service, working with clients in a friendly and professional manner.

Financial Planning

Our Independent Financial Advisers provide clients with holistic multi-generational financial planning for all current and future financial needs, whilst offering the best products within a whole of market solution under our award winning service.

Investments

Our in-house investment service has the ability to go above and beyond the restraints of a standard IFA, giving clients the ability for further transparency into their investments and the opportunity to further tailor their objectives.

Mortgages & Protection

Being Independent and Whole of Market is what allows our advisers to search high and low for the best products and rates for our clients, also benefiting from intermediary offers that clients cannot get by going direct.

Let us know how we can better help you

Our initial meetings whether face to face, over video conference or via a telephone call are always free of charge and with no obligation. Please feel free to contact us with any questions you may have.

Financial Planning

Secure your Financial Future with Expert Planning

Creating Your Financial Plan

Retirement Planning

Inheritance Tax

Protection Planning

Tax Planning

Contact Us

Investments

An in-house offering that goes above and beyond the limitations of a Financial Adviser only service

Discretionary Management

Model Portfolio Service

Traditional Stockbroking Service

Speak to an expert

If you would like more information about any of our services please complete your details below and one of our specialists will be in touch with you soon.

Now in my eighties I have invested such funds as I had accumulated in various savings within my bank. Earlier this year I was complaining to a personal friend about the poor returns I was receiving. It seemed that the benefit was in the main to the advantage of the bank and the returns to the customer were minimal. My friend recommended that I try MB Capital. This was some of the best advice I have received for many years. Dr James Ingram of MB Capital has worked wonders in putting forward suggestions for a basic portfolio and subsequent changes that have been financially rewarding. I am a simpleton on the financial market's whys and wherefores. James has been leading me by the hand through the mystiques of the Exchange in a courteous and friendly fashion.

Not only has his advice been to my capital gain but I have enjoyed immensely the process of increasing my capital and 'pocket money'. I look forward to James's telephone calls and subsequent emails with a degree of excitement. Thank you James: thank you MB Capital.

As first time Market investors, we were cautious in our expectations. However, our income and growth targets have been exceeded. Dr James Ingram, our adviser, is thorough in his stock selection, monitors the portfolio, keeps us informed and warns us of any dangers. An excellent level of service.

MB Capital have been looking after my portfolio for about 3 years and Dr James Ingram has been my dedicated point of contact for about a year. James is very pleasant to deal with and more particularly is extremely professional in his approach. We speak several times a month and he is always looking out and checking the progress on my stocks and phones me to discuss any opportunities to both buy and sell. I would have no hesitation in recommending his services.

When looking for a Private Client Broker, I wanted someone who could offer me professional advice, be prepared to look outside of the typical stocks, and communicate in such a way that their reasoning always made sense and ensured that my portfolio maintained a steady growth. James has offered me all these things, and importantly this means that there is a level of trust such that I would recommend him to friends and family.

When I Joined MB Capital as a client I wanted a share portfolio in a range of industries that would deliver some growth and some income. My conversation with MBC helped me find a range of interesting stocks from tech to retail. I am also impressed with the level of client contact. Regular telephone contact helps me make buy or sell decisions that so far have proved to be profitable ones. Ideal.

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Disclaimer

Please note that MB Capital is a wealth management company that offers investment services, and all types of investments carry some degree of risk . The value of your investments can both rise and fall over time, and you cannot rely on past performance being an indication of future returns. It is possible you may receive less than your original investment. Please also be aware that the tax treatment of your investments will depend on your individual circumstances and may be subject to change at any time. The material contained within is for information purposes only and is not to be regarded as an offer to purchase any financial product offered by MB Capital Limited.

FSCS Protection

As we are regulated and authorised by the FCA all clients are fully covered by the Financial Ombudsman Service and the Financial Services Compensation Scheme (FSCS). In the worst possible scenario, which we cannot envisage, you are entitled to compensation from the scheme if we or any of our counterparties cannot meet our obligations. As with banks and building society accounts, most types of investment are covered up to £85,000 per person.

Legal and Regulatory

Fountain Wealth Management is a trading name of MB Capital Limited which is authorised and regulated by the Financial Conduct Authority. FRN 504272.

Company Number: 06948349 is a Limited Company incorporated under the laws of England & Wales.
Registered Office Address: St Magnus House, 3 Lower Thames Street, London, EC3R 6HD.

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