Czar CapitalCzar Capital

UK CAPITAL ADVICE

Capital Plans That Hold

We help UK investors, founders, and SMEs plan capital, manage risk, and make funding decisions with a clear map. From private wealth to deal work, each step is kept simple and measured.

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Metric 01

138

Clear plans for investors, founders, and SMEs who need help with growth, risk, and long-term capital.

Metric 02

12 yrs

Clear plans for investors, founders, and SMEs who need help with growth, risk, and long-term capital.

Metric 03

£250m+

Clear plans for investors, founders, and SMEs who need help with growth, risk, and long-term capital.

HOW IT WORKS

Four Steps To Clarity

Build a clear plan for cash, funds, and risk across public and private assets.

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2-week review

Investment Strategy Plans

From £1,500

Build a clear plan for cash, funds, and risk across public and private assets.

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Monthly review

Portfolio Management Service

From £2,500/mo

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Plan session

Wealth Planning Review

From £1,250

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014-6 week sprint

Capital Raising Support

From £3,500

Prepare lenders and investors with a clear pack, figures, and deal plan.

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02Project scope

Corporate Finance Advisory

From £4,500

Support for acquisitions, funding, exits, and board papers for UK firms.

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031-3 week check

Risk Management Review

From £1,800

Stress test the numbers, spot weak points, and set limits before you move.

CORE SERVICES

Capital Advice That Fits

We look at your goals, current capital, and the decisions that matter most.

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01

Initial Strategy Review

We look at your goals, current capital, and the decisions that matter most.

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02

Plan Design Step

We map the strategy, fees, timeline, and people needed to do the work.

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03

Action Work Begins

We prepare documents, calls, and reports, then help move the plan forward.

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04

Ongoing Plan Review

We check results, adjust the plan, and keep the main risks in view.

CASE NOTES

Proof In The Numbers

One review call a month Portfolio and cash review Risk check on key holdings Written action list Email replies within 2 days

Billed monthlyBilled monthly

Starter

From £1,250/mo

  • One review call a month
  • Portfolio and cash review
  • Risk check on key holdings
  • Written action list
  • Email replies within 2 days
Most popularBilled monthly

Signature

From £3,250/mo

  • Two planning calls a month
  • Quarterly rebalance plan
  • Capital raise pack support
  • Tax-aware wealth review
  • Monthly action memo
  • Priority phone access
Quarterly billingQuarterly billing

Scale

From £7,500/mo

  • Weekly strategy calls
  • Full portfolio oversight
  • Capital raise project lead
  • Deal screening and due checks
  • Family wealth planning
  • Monthly board pack

WHAT CLIENTS SAY

Straight Talk From Clients

£1.6m secured in 9 weeks with a tighter model and lender pack.

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Tech

Founder Raise for Product Launch

£1.6m secured in 9 weeks with a tighter model and lender pack.

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Family Office

Portfolio Review After Share Sale

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Manufacturing

SME Finance Plan for Growth

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Property

Property Deal Pack for Buyers

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M&A

Exit Prep for UK Owners

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Capital strategy and client lead

Daniel Czar

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Portfolio review and risk control

Priya Malhotra

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Funding and deal work

James Wren

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Wealth plans and family support

Sophie Bennett

Proof

Customer notes

Verified

“Clear advice, tight process, and no noise. We knew what to do at each step.”

Brass chess king, fountain pen and ledger block on dark stone in dramatic finance still life.

Ella Grant

CFO at Northgate Foods

Verified

“Daniel and the team shaped our raise so lenders could read the numbers fast.”

Macro still life of ceramic disks and a brass timing wheel on pale ash wood.

Marcus Patel

Founder at Alder Road Tech

Verified

“Portfolio risk was mapped in plain English, and the board signed off quickly.”

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Fiona Bell

Family Office Director at Blackdown Capital

Service area

London

Mayfair, City of London, Kensington, Chelsea, Canary Wharf

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Area 01

London

Mayfair, City of London, Kensington, Chelsea, Canary Wharf

Golden-hour chalk downs and a manor silhouette over South East England haze

Area 02

South East England

Surrey, Kent, Sussex, Oxford, Reading, Brighton

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Area 03

Midlands

Birmingham, Coventry, Leicester, Nottingham, Derby

Liverpool waterfront silhouettes high above a calm hazy Mersey, with clearing sky and golden harbour light.

Area 04

North West England

Manchester, Liverpool, Cheshire, Wilmslow, Preston

The Map

Journal

Read Our Briefing Notes

Questions

Common Client Questions

Quick answers before visitors choose a product, service, or next step.

01Who do you work with?+

We work with UK founders, SME owners, and private clients who need clear capital plans and careful risk control.

02Do you handle capital raises?+

Yes. We help shape the pitch, set the numbers, and prepare the documents needed for lender or investor talks.

03Can you review a portfolio?+

Yes. We review holdings, risk, fees, and fit, then give a simple plan for rebalancing or holding steady.

04Do you advise on wealth planning?+

We help map cash flow, goals, and time frames so private clients can plan for tax, income, and family needs.

05Where are you based?+

We are based in London and work with clients across the UK through calls, meetings, and secure document sharing.

06How do fees work?+

Fees depend on scope. We offer fixed monthly retainers, project fees, and custom terms for larger mandates.

Get Market Notes

Get short notes on capital, markets, and private wealth, plus plain updates from the Czar Capital team.