Our Story
Committed to Your
Financial Success
At Preston Point Capital, the foundation is built on a profound understanding of clients’ needs. Unlike previous experiences in banks and brokerage firms where the focus often missed the mark on truly understanding customer requirements, it was recognised that addressing this gap was crucial. Managing a client’s largest financial asset is a significant responsibility, and it is driven by a passion to ensure that each client receives the finest service and products available
How it works
Core Principles of Preston Point Capital
01
Client-Centric Approach
At Preston Point Capital, recognising and fulfilling client needs is central. Unlike experiences at previous banks and brokerage firms where understanding customer requirements often fell short, Preston Point Capital emphasises the importance of deeply understanding each client’s unique situation. This commitment ensures that all clients receive tailored advice and solutions that genuinely meet their financial objectives.
02
Integrity and Relationships
The selection of brokers and support staff at Preston Point Capital focuses on personality and integrity over mere technical skills. The firm believes that while technical knowledge can be acquired, the core values of integrity and dedication are indispensable from the outset. This approach fosters enduring relationships with clients, built on trust and mutual respect, which are invaluable in the financial sector.
03
Technological Efficiency
Preston Point Capital utilises the latest technology to ensure they remain at the forefront of the industry, offering the most competitive and innovative financial products. This technological advantage also translates into faster response times and quicker loan approvals, setting Preston Point apart in the market. The firm’s reputation as the broker who delivers results, especially in challenging cases, highlights their commitment to efficient and effective financial solutions.
Personalised Strategy Development
Proven Process at Preston Point Capital
This four-step process ensures that every client at Preston Point Capital receives focused, effective, and thorough financial guidance tailored to their unique situation.
Initial Consultation
The journey with Preston Point Capital begins with an initial consultation where clients discuss their financial needs and goals with a dedicated advisor. This session involves a comprehensive assessment of the client’s financial situation and objectives, allowing for a clear understanding of what the client expects and requires.
Strategy Development and Review
Following the initial consultation, a bespoke financial strategy is crafted to align with the client’s goals and the current economic landscape. This strategy is meticulously developed to ensure it meets all the client’s needs. Once devised, it is presented to the client, who is invited to provide feedback, ensuring that any adjustments needed are made to fully satisfy the client’s expectations.
Solution Sourcing and Application
Preston Point Capital leverages its extensive network of over 60 lenders to source the best financial solutions for the client. After careful selection, the most suitable options are presented to the client, explaining the benefits and potential risks of each. Once a decision is made, the firm assists the client in gathering all necessary documentation and submits the applications on their behalf to the selected financial institutions.
Implementation and Ongoing Management
Upon approval of the financial solutions, Preston Point Capital oversees the implementation process, ensuring that the client understands and is comfortable with the new financial arrangements. The firm continues to monitor the performance of the financial products and provides regular updates to the client. An annual review is conducted to reassess the financial strategy, making adjustments as necessary to accommodate any changes in the client’s financial circumstances or goals.
Use Cases
Platforms tailored to your needs
Ready to take control of your financial future? Connect with Preston Point Capital today.
About the team
We’re passionate about fintech
We are creating change through technology and product innovation
Members
Countries
Offices
Finflow is a place where we all strive for success — together
Magna risus urna condimentum sed ultricies metus. Velit sed enim tellus tellus. Lectus enim magna et egestas ullamcorper ut lectus cum. Nunc duis sit ultrices lobortis in ipsum a. Gravida non sit sit viverra nunc vestibulum consectetur eget nulla. Ante sed proin tincidunt vitae tempus risus. Urna vulputate nunc consequat ut dolor feugiat sapien eu. Cum consequat orci sapien mauris sagittis. Aenean purus ac vitae massa scelerisque. Eu in diam erat eleifend eleifend.
Massa et in volutpat tellus nam nec. Sit viverra quis tincidunt vitae eget facilisis adipiscing id. Turpis enim posuere mi arcu sagittis diam dolor. Quis odio morbi mauris nulla quis quam diam pharetra.
Our culture
Meet the team
