
Sam Pitts-Tucker
Managing Director
London
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About me
Sam is the founder and Managing Director of Northcap Wealth. He enjoys the blend of building close relationships with clients and the technical, analytical side of financial planning. He likes to keep things simple and clear, creating straightforward strategies that give clients freedom and peace of mind.
As the business owner, Sam is committed to shaping Northcap Wealth's services to reflect how great wealth advice should truly be delivered: built on trust, grounded in clarity, and laser-focused on delivering exceptional client outcomes.
Northcap Wealth serve clients who are predominantly based in and around London and the home counties, with office addresses in both London and Milton Keynes. Whilst many of our clients are based in these areas, we are not constrained by location and support clients throughout the UK.
My details
I like helping people on:
Pensions
Retirement planning
Investment guidance
Tax-efficient wealth structuring
Risk management
Estate and Inheritance planning
Cashflow modelling
Business exits and liquidity events
Share options & RSUs
My qualifications:
Chartered Financial Analyst
Chartered Fellow CISI
My charging model:
Ongoing % fee
