RIA Member – Capstone Financial
Capstone Financial are award-winning financial advisers. With offices in Altrincham, Bolton, Glossop, Manchester, Liverpool and London; we advise individuals, families, and business owners on what financial plans they need to put in place to achieve their financial goals and objectives for the future.
Whether you are looking to retire, make your money work harder, invest profits from your business in a tax efficient way or ensure your wealth is transferred effectively to future generations – we can help.
Services
- Investment Planning
- Retirement Planning
- Protection for you – Life Cover, Critical Illness, Income Protection
- Protection for your business – Relevant Life Cover, Keyman Insurance, Shareholder Protection
- Inheritance Tax Planning
- NHS Pension Review
What are your future goals?
Here are some of the questions our financial advisers can help you answer:
- Will I be able to achieve my financial objectives?
- Can I improve my retirement income?
- Could my retirement arrangements work any harder?
- Can I make my financial affairs more tax efficient?
- How do I maximise my wealth?
- Are my family and I fully protected in the event of death, disability or illness?
- Will I be able to fund my children’s education costs?
- What are my inheritance tax liabilities?
- How do I cover the costs of care home fees?
We are pleased to share our recent Google reviews from clients and are proud to have over 100 5-star reviews. Our clients trust us and we value building long term relationships with them all: capstone-financial.co.uk/what-our-clients-say/
If you would like greater clarity and insight into your current and future financial plans, we are offering a free no-obligation financial health check with one of our experienced financial advisers. To gain clarity and take control of your finances, please call us on 0161 667 1482 or visit www.capstone-financial.co.uk.