Manage less. Earn more. Stress never.
Inceo Capital Wealth Management Peace of Mind, Long After Completion
At Inceo Capital, we believe buying a property is only the beginning. Our Wealth Management service provides a full-scale, post-completion experience for landlords and property investors who want peace of mind — and better returns. By actively managing the operational, financial, and legal aspects of your portfolio.
-
We help protect your time by handling complex finance processes for you
-
We help minimise costs through smart funding strategies
-
We help maximise your profits by securing the most competitive finance solutions
We manage the details. You enjoy the returns.
What we do
What We Offer and Why It Matters
MoneyFlow empowers businesses with innovative financial solutions to navigate complexities and achieve growth.
Portfolio Overview
A clear view of what you own — and how it’s performing.
We build a centralised profile of your portfolio, including property values, equity, mortgage details, and rental income.
✅ Result: You understand your position at a glance, enabling smarter decisions and faster reactions to market opportunities.
Annual Portfolio Review
Better insights. Smarter strategy.
We conduct an in-depth review of each property’s performance and present opportunities for improvement or expansion.
✅ Result: You gain a clear action plan to improve ROI — whether that’s refinancing, exiting low-performing assets, or scaling further.
Mortgage Monitoring
Never miss a deadline. Never overpay.
We track your product expiries, interest-only terms, and repayment dates — and alert you in advance.
✅ Result: Timely refinancing can reduce your interest burden, increase monthly profits, and prevent expensive reversion rates.
Refinancing & Re-leveraging Strategy
Access capital. Improve yield.
We proactively assess refinancing options to reduce your rate or release equity for reinvestment.
✅ Result: Lower monthly payments, higher net rental income, and capital to grow your portfolio further.
Letting Oversight & Liaison
No more chasing agents or dealing with excuses.
We stay in contact with your letting agents to ensure tenants are managed well, rent is collected, and issues are resolved quickly.
✅ Result: Void periods are minimised, tenant satisfaction improves, and you reduce the risk of rental loss — increasing annual yield.
Compliance Calendar & Legal Oversight
No surprises. No fines.
We manage the renewal cycle for EPCs, EICRs, gas certificates, and more. We also track mortgage and licensing deadlines.
✅ Result: You stay fully compliant, avoid fines or penalties, and maintain eligibility for future financing.
Mortgage Monitoring
Never miss a deadline. Never overpay.
We track your product expiries, interest-only terms, and repayment dates — and alert you in advance.
✅ Result: Timely refinancing can reduce your interest burden, increase monthly profits, and prevent expensive reversion rates.
Refinancing & Re-leveraging Strategy
Access capital. Improve yield.
We proactively assess refinancing options to reduce your rate or release equity for reinvestment.
✅ Result: Lower monthly payments, higher net rental income, and capital to grow your portfolio further.
Letting Oversight & Liaison
No more chasing agents or dealing with excuses.
We stay in contact with your letting agents to ensure tenants are managed well, rent is collected, and issues are resolved quickly.
✅ Result: Void periods are minimised, tenant satisfaction improves, and you reduce the risk of rental loss — increasing annual yield.
Compliance Calendar & Legal Oversight
No surprises. No fines.
We manage the renewal cycle for EPCs, EICRs, gas certificates, and more. We also track mortgage and licensing deadlines.
✅ Result: You stay fully compliant, avoid fines or penalties, and maintain eligibility for future financing.
Document Vault Everything in one place — always.
Access mortgage documents, legal agreements, compliance certificates, and more from your secure portal.
✅ Result: Fast access to everything you or your accountant need — anytime, anywhere.
Expense & Payment Coordination
We handle the admin — you keep the receipts.
We manage and record payments to contractors, management companies, councils, and other vendors on your behalf.
✅ Result: You reduce administrative burden, maintain tidy records for tax/accounting, and avoid missed or late payments.
Communication Hub
Direct access to your account manager.
Log queries, request updates, or review case notes via your client portal — or simply WhatsApp your manager for quick issues.
✅ Result: Faster responses, fewer delays, and the peace of knowing your portfolio is in good hands.
Strategic Add-Ons Your next move — simplified.
We offer bolt-on services including:
- Property sourcing
- Exit planning
- Valuation updates
- Landlord tax advisory (via third parties)
✅ Result: You save time and money while continuing to expand or optimise your portfolio with trusted support.
Document Vault Everything in one place — always.
Access mortgage documents, legal agreements, compliance certificates, and more from your secure portal.
✅ Result: Fast access to everything you or your accountant need — anytime, anywhere.
Expense & Payment Coordination
We handle the admin — you keep the receipts.
We manage and record payments to contractors, management companies, councils, and other vendors on your behalf.
✅ Result: You reduce administrative burden, maintain tidy records for tax/accounting, and avoid missed or late payments.
Communication Hub
Direct access to your account manager.
Log queries, request updates, or review case notes via your client portal — or simply WhatsApp your manager for quick issues.
✅ Result: Faster responses, fewer delays, and the peace of knowing your portfolio is in good hands.
Strategic Add-Ons Your next move — simplified.
We offer bolt-on services including:
- Property sourcing
- Exit planning
- Valuation updates
- Landlord tax advisory (via third parties)
✅ Result: You save time and money while continuing to expand or optimise your portfolio with trusted support.
Wealth Management Portal Access
As part of the service, clients receive a secure login to the Inceo Wealth Portal, with access to
01
Live portfolio performance tracking
We simplify finances through accurate reporting and expert insights that support confident decisions for your business growth.
02
Real-time timeline view per property
Ensure your business stays compliant with efficient, reliable tax strategies designed to reduce risk and streamline reporting.
03
Mortgage and compliance reminders
Develop clear financial goals and forecasting strategies that align with your operations and long-term business success.
04
Document uploads & downloads
Develop clear financial goals and forecasting strategies that align with your operations and long-term business success.
05
Secure messaging
We simplify finances through accurate reporting and expert insights that support confident decisions for your business growth.
06
Invoice overview and payment logs
Ensure your business stays compliant with efficient, reliable tax strategies designed to reduce risk and streamline reporting.
07
Annual reports and recommendations
Develop clear financial goals and forecasting strategies that align with your operations and long-term business success.
Who Is This For?
This service is ideal for:
- Time-poor professionals who want full service
- Clients purchasing via Inceo who want long-term support
- Portfolio landlords aiming to maximise net returns
Disclaimer
Inceo Capital is not authorised or regulated by the Financial Conduct Authority (FCA). Our wealth management services are limited to post-completion property coordination, administrative support, and strategic assistance related to unregulated finance and investment activities. We do not provide regulated financial advice, investment portfolio management, or asset management services as defined by the Financial Services and Markets Act 2000.
Clients seeking regulated investment or financial planning advice will be referred to a suitably authorised firm. All services provided are intended for business and investment purposes only, and not for consumer credit or regulated mortgage contracts.