Who are we and what do we do?

Capital and Trust is one of the UK's leading business intermediaries with brokers that have collectively completed on over 500 transactions. We as a business offer a range of services from intermediating straightforward acquisitions through to advising on complex mergers and discussing options for raising capital. Our associates have been responsible for many of the UK's largest financial services deals that have taken place over recent years. We have also helped businesses across the Wealth Management sector in areas such as distribution strategy, proposition development, and optimising exit value.

 

“Making decisions based on the right information is fundamental to success, no matter what the situation.” 

 

We were founded on the belief that you as business owners deserve the highest level of professional support, advice, and expertise, as you explore one of the most important decisions of your business life: how to enhance and capture the value of your business. We are experienced professionals and have significant real-world experience in helping businesses achieve their objectives. We very much focus on providing workable solutions for our clients, rather than superficially impressive reports and Powerpoint presentations. We understand that the most important aspects to you are your clients, your staff and your capital payment, and our aim is to achieve your desired outcomes in all three of these areas. 

Meet the Team

 
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Patrick Isaacs

CEO

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Jon Whiteley

Director Insurance - M&A

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Tobias Hayes

Director

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Joe Clark

Associate

joe.clark@capitalandtrust.com

+44 (0)791 713 8906

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Josh Jolowicz

Associate

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Stephanie Rowe

Associate

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Sam Motia

Director of Wealth Management - M&A

Sam.Motia@capitalandtrust.com

+44 (0) 777 821 1823

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Danielle Janes

Operations Director

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Nathan Abbott

Associate

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Tom Alaka

Associate

Tom.Alaka@capitalandtrust.com

+44 (0) 791 714 0192

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Flora Whitmarsh

Associate

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Ruth Wood

Associate

Ruth.Wood@capitalandtrust.com

+44 (0) 0791 779 3032

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Ready to get started?

If you have seen enough and you know that we are the right team for you, then give us a call on 0207-043-4300 for a free confidential informational discussion or fill in our form.