Middleton Private Capital

What We Do Starts With What You Need

We help you to build your savings and investments and to make your money grow. Whether you are an existing investor with a range of investments that could do better or new to saving and investing altogether, we can help you make more of your money.

YOUR CHALLENGE

You may have investments that are simply not making the returns you expected.

You may want to start saving to build up some capital for an important purpose – like a deposit for your first house or to make sure you have enough money for when you retire.

You want to make your future financially secure.

For useful information, term / phrase definitions and explanations of investment phrases, please refer to the:

Learning Hub

YOUR GUIDE

Our job is to be your guide on the journey to a secure financial future.

Using our core portfolios or bespoke service we will help you to:

  • Clearly define your objectives
  • Work out a plan to achieve your goals
  • Meet with you regularly to make sure everything is on track.
SUCCESS

Successful investing is not easy and choosing the right strategy and sector can make all the difference.

You can make sure your money is working hard for you by taking control and using our professional service.

Avoid the common mistakes many investors made by working with us to secure your financial future.

  • ISAs (Equity or Stocks & Shares Only)
  • Standard Portfolios
  • SIPPs (Self Invested Personal Pension Plans)
  • SSAS (Small Self-Administered Scheme)
  • Trustee Investment Portfolios
  • Institutional Portfolios

At Middleton Private Capital we build in house and bespoke investment portfolios. We put our clients first and we recognise that everyone has individual needs and objectives. We offer: a discretionary investment management service, an advisory service and an execution only service. Learn more about these services

Our Philosophy is Simple
Our success is based on simple core values that make us stand out from the crowd
Independence, Transparency, Creativity, Trust & Responsibility

Independence

Our directors and staff own and run the company. We take personal responsibility for our investment portfolios and investment management services. We invest our own money in the exact same way as we manage out clients portfolios.

We always conduct our own in-house independent research. We will never rely on third parties to direct or influence our investment decisions.

Transparency

Everything we do is specifically designed to benefit you.

Middleton Private Capital communications are clear and tailored to what you want and need.

Our charges are simple, clear and fair.

Creativity

We are active investment managers, aiming to deliver market beating returns through innovative investment portfolios, comprehensive research, flexibility and a strong awareness of the prevailing market and economic conditions.

We provide a return to traditional, client-focused investment management where the growth of your capital is our goal.

We conduct a first-class business in a first-class way.

Trust & Responsibility

Middleton Private Capital invest in a socially responsible way.

We take responsibility for managing your investments.

We are acutely aware of controlling risk in our pursuit of growth.

Meet your main points of contact

Our director has been managing clients’ wealth and investment goals for over 37 years.
You can put your trust in our integrity

Ian at Middleton Private Capital

Ian

Ian has worked in investment and wealth management for over 37 years, having been personally responsible for over £54 million of funds under management in that time.

He has also managed a private equity and derivative portfolio for 18 years and is an associate of the Chartered Institute of Securities & Investment and member of the Chartered Insurance Institute. He has recently become an associate member of the Society of Technical Analysts. As Managing Director, he is passionate about making sure we deliver a first-class, transparent and exceptional service for our clients.

Ian lives in rural Nottinghamshire and when he is not at work you will mostly find him out walking in the countryside with our Head of Barketing, Harry (a 9 year old jack russell). Ian also enjoys cycling, clay pigeon shooting and this year he has challenged himself to start playing tennis again.

Whether you are a private investor, charity or pension trustee, financial adviser or an institution, your investment needs drive everything we do. Our team is focussed on delivering a first-class service in every aspect of our business and we are proud to encourage a work environment that allows our people to develop and grow.

Our primary objective and responsibility is to help our clients to grow and preserve their wealth by maximising investment returns. We are a people driven company, if you are looking for a truly personal service, you will find it here, in fact, we believe you wont find a better service anywhere. That’s a bold statement, but we know, it’s what we do.

We promise to put you first in everything we do, to put your interests before anything else, to listen to what you want to achieve with your investments and to support you always by safeguarding your money and helping you to achieve your investment objectives.

For more information and further reading on our investment services, please visit…

What We Do
Investing With Us
Investment Portfolios

We don’t have a minimum term for investment – but we think we can only make a real difference when we have at least 3 years to work with you in managing your investments. If you don’t think you can invest for at least 3 years, our services may not be appropriate for you.

We don’t give financial advice, we advise on managing an investment portfolio and implement that advice by buying and selling shares and other financial market assets within a portfolio. If you are not sure that our services are appropriate for you, you should consult an Independent Financial Adviser first. We would be delighted to talk to you and your adviser anytime.

Your money is in safe hands with Middleton Private Capital.

All of our client portfolios are held with one or more of the largest financial brokers in the world. All are regulated and authorised by the Financial Conduct Authority (FCA) and have UK offices in London.

They look after private and institutional clients all over the world and are custodians for over £30 billion of clients deposits and investments.

“It is impossible to produce superior performance, unless you do something different from the majority”

John Templeton

Holly at Middleton Private Capital

Holly

Holly has over 15 years’ experience in the finance industry and has been part of Middleton Private Capital since the very beginning having previously worked with Ian. She is a member of the Chartered Institute for Securities and Investments working to expand her qualifications.

Holly currently lives in Nottinghamshire having moved here from Manchester 8 years ago. She is an avid motorsport fan and loves spending time with her family.

Holly is is responsible for the day-to-day running of the office and will be the main point of contact for most queries.

Meg at Middleton Private Capital

Meg

Meg’s role at Middleton Private Capital is Marketing Assistant. She is responsible for marketing, advertising and promoting the company, which includes creating marketing campaigns, updating social media and digital platform content, and analysing/collecting data for market research studies.

She is currently studying digital marketing through online university, as well as working full time here at MPC. Meg is the newest member of the company; however, she is just as passionate about the business and aims to provide an outstanding service to all our clients.

Meg currently lives in Nottinghamshire. She has always loved horses and previously competed at one-day events and local competitions.

Independence, Transparency, Creativity, Trust & Responsibility

Our Head Office

Welbeck Estate was once the home of the Duke of Portland and has remained in the family for over 500 years. Welbeck Abbey is still a private home today. The estate is rich with fascinating history and today Welbeck makes great use of its facilities with its own brewery, farm shop and the Harley Gallery which displays a selection of fine arts and treasures collected over the years.

Welbeck is famous for its underground tunnel system and for one of the largest underground ballrooms in the world, built by the 5th Duke of Portland, who also built The Winnings, which is a group of cottages. He built these using the prize money from successes of his much loved race horses.

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