About Us – Fountain Wealth

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Ethos is everything

Fountain Wealth Management is the fresh new brand of MB Capital Limited, which started its journey in 2009 becoming a fully FCA regulated financial institution and has grown into holistic financial planning firm it is today.

Over a decade and a half later we have built a reputation for our ability to look beyond the numbers and treat every client for what they are, a unique person with an individual outlook and set of needs.

Our mission statement has always been to work personally with clients and bring back a level of service that we felt was being lost as companies moved to online platforms and reduced the amount of time they spent working with clients on a one to one basis.

As a company we have enjoyed growing organically and greatly appreciate the referrals made by our clients, friends and family along the way. It has been a joy to build further relationships and see friends and family becoming clients alongside clients becoming a part of our friends and family.

We hope that the enclosed information helps you with your journey and we look forward to the opportunity to welcome you to meet with us in the near future.

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: 63 St Mary Axe, London, EC3A 8AA

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