At Capstone Financial, we provide award-winning, personalised financial planning to help individuals, families, business owners and medical professionals put the right strategies in place to achieve their financial goals and secure their 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.
Key areas we offer financial advice, include:
- Retirement planning
- Investment planning
- Personal protection
- Business protection
- Inheritance tax planning
- NHS pension review
- Employee benefit schemes
- Employee financial wellbeing
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise.
Capstone Financial is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Capstone Financial is the trading name of Capstone Financial Management Ltd.
SJP Approved: 03/09/2024
Company Details
- Employees
- 31
- Founded
- -
- Address
- We Are In, Altrincham / Bolton / Glossop / Manchester / London / Liverpool,united Kingdom
- Phone
- +1-404-261-8900
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- capstone-financial.co.uk
- Keywords
- Inheritance Tax Planning, Investment Planning, Retirement Planning, Corporate Protection, Personal Protection, Mortgages, Keyman Insurance, Shareholder Protection, ISAs, Employee Benefits, Workplace Pensions, Director Pensions, Financial Wellbeing, Pensions, aspects of Exit Strategy.
- HQ
- Altrincham / Bolton / Glossop / Manchester / London / Liverpool
Capstone Financial Questions
Capstone Financial's helpline number is +1-404-261-8900
Capstone Financial's website is capstone-financial.co.uk
Capstone Financial's LinkedIn profile is https://uk.linkedin.com/company/capstone-financial-uk
Capstone Financial has
31 employees.
View email and phone details for 31
employees at Capstone Financial.
Capstone Financial's industry is
Financial Services
Capstone Financial's top competitors are
Capstone Financial Planning,
Altrincham & Sale Chamber Of Commerce,
Parker Kelly Financial Services Ltd,
Pavis Financial Management Ltd,
Greystone Financial Services,
Capstone,
Lionbridge Wealth Management,
Astute Private Wealth,
St. James’s Place,
Capstone Financial, Llc.
Capstone Financial's categories are Financial Services
Capstone Financial's founding year is 2014
