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Matthew Rhodes Email & Phone Number
Director and Head of Medical at Capstone Financial
at
Capstone Financial
1 work email found
@wesleyan.co.uk
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Director and Head of Medical at Capstone Financial
Location
Greater Manchester, England, United Kingdom
Company size
Who is Matthew Rhodes? Overview
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Quick answer
Matthew Rhodes is listed as Director and Head of Medical at Capstone Financial at Capstone Financial, a with 31 employees, based in Greater Manchester, England, United Kingdom. AeroLeads shows a work email signal at wesleyan.co.uk and a matched LinkedIn profile for Matthew Rhodes.
Matthew Rhodes previously worked as Director / Head of Medical at Capstone Financial at Capstone Financial and Financial Consultant - Wesleyan Medical Sickness at Wesleyan. Matthew Rhodes holds Certificate In Mortgage Advice from Chartered Insurance Institute.
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Email format at Capstone Financial
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{first}.{last}@wesleyan.co.uk
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Profile bio
About Matthew Rhodes
I am proud to be a Director at Capstone Financial, providing expert financial advice to Dentists, GPs, medical professionals as well as business owners to help clients achieve a secure and independent financial future.I understand the issues and complexities you face with your financial planning, whether it’s understanding the NHS pension scheme or how best to protect you and your business. My aim is simple, for you to have the right financial plans in place for you.As an experienced financial planner, I can advise on all areas of financial planning including investment planning, retirement planning, personal and corporate protection and inheritance tax planning. I am qualified in the area of defined benefit pensions and can help with any questions you may have regarding these.At Capstone Financial, we also provide a wide range of commercial financial planning services for dental practices tailored to suit practices of all sizes, ranging from large groups through to sole traders.The on-going advice and support we provide means the financial plans we put in place for our clients will always be reviewed to check if they remain current and accurate and can be adjusted where necessary to deal with any changes when needed.Capstone Financial was awarded “Best Financial Adviser” at the Talk of Manchester Business Awards in 2023, 2020 and 2019.The company's success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients.To discuss further please feel free to contact me via LinkedIn or on 07525 629 166.Further information can be found at: www.capstone-financial.co.ukCapstone Financial is a trading name of Capstone Financial Management Ltd.The Partner Practice 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 16/10/2023
Listed skills include Wealth Management, Financial Advisory, Financial Planning, Strategic Financial Planning, and 17 others.
Current workplace
Matthew Rhodes's current company
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Capstone Financial
6 roles
Matthew Rhodes work experience
A career timeline built from the work history available for this profile.
Director / Head Of Medical At Capstone Financial
My role at Capstone Financial is to work closely with our medical professionals, business owners and private clients to deliver effective financial solutions that will help them achieve their financial goals.I offer financial advice in the following areas:• Investing for income or capital growth• Retirement planning strategies for pre and post retirement• NHS Pension Scheme• Corporate and personal protection• *Trust and estate planning• Personal and corporate tax planningI am also qualified in the area of defined benefit pensions and can help with any questions you may have regarding these. My main aim throughout my career has always been to deliver on-going, expert financial advice to my client’s; taking the time to understand their needs and aspirations, and provide personalised financial solutions so that I can help them achieve their goals.The value of an investment will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.*Trusts are not regulated by the Financial Conduct Authority
Financial Consultant - Wesleyan Medical Sickness
I provide specialist personal and business advice to clients and companies in the dental industry.If you wish to gain a better understanding of your present financial situation and construct a more efficient and progressive financial plan to achieve your future goals, I can help you.I also provide advice services for practices themselves, from helping you navigate auto enrolment to creating bespoke reports that can help identify and mitigate risk whilst ensuring the financial future of the practice, its principles and their families are protected.
Nov 2013 - Aug 2017
Independent Financial Adviser
True Bearing Chartered
IFA at True Bearing Chartered, advising and assisting both personal and corporate clients to achieve their financial planning goals, from protection and retirement planning through to wealth management and estate planning.
Jul 2013 - Oct 2013
Financial Planning Manager
Santander Bancassurance
Delivering professional Wealth Management service to High Net Worth Retail Banking clients through building successful mutually profitable customer relations though excellent service. Acquiring new clients and reviewing existing client portfolios to ensure ongoing suitability of their portfolios
Aug 2010 - Jul 2013
Business Adviser
Santander Uk
Delivering professional banking and commercial services to the Small medium Enterprise market. Acquiring new clients and reviewing existing client portfolios to ensure ongoing relationship help develop their business.
Aug 2008 - Aug 2010
Team & coworkers
Colleagues at Capstone Financial
Other employees you can reach at capstone-financial.co.uk. View company contacts for 31 employees →
DN
Deborah Newman
Colleague at Capstone FinancialGreater Manchester, England, United Kingdom
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SO
Stephen Owen
Colleague at Capstone FinancialBolton, England, United Kingdom
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JS
Jo Stanner Mlibf Dipfa
Colleague at Capstone FinancialGreater Stoke-On-Trent Area, United Kingdom
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AJ
Aimee Jeavons
Colleague at Capstone FinancialManchester Area, United Kingdom
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SO
Stephen Owen
Colleague at Capstone FinancialUnited Kingdom
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SJ
Steve James Dipcii
Colleague at Capstone FinancialGreater Manchester, England, United Kingdom
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RB
Robert Beck Dippfs Cert Cii (Mp)
Colleague at Capstone FinancialUlverston, England, United Kingdom
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MW
Mei Woodcock Dipfa
Colleague at Capstone FinancialLiverpool, England, United Kingdom
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RG
Richard Goodier Dipcii
Colleague at Capstone FinancialUnited Kingdom
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AW
Alan Worthington
Colleague at Capstone FinancialUnited Kingdom
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Deborah Newman
Colleague at Capstone FinancialGreater Manchester, England, United Kingdom
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SO
Stephen Owen
Colleague at Capstone FinancialBolton, England, United Kingdom
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JS
Jo Stanner Mlibf Dipfa
Colleague at Capstone FinancialGreater Stoke-On-Trent Area, United Kingdom
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AJ
Aimee Jeavons
Colleague at Capstone FinancialManchester Area, United Kingdom
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SO
Stephen Owen
Colleague at Capstone FinancialUnited Kingdom
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SJ
Steve James Dipcii
Colleague at Capstone FinancialGreater Manchester, England, United Kingdom
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RB
Robert Beck Dippfs Cert Cii (Mp)
Colleague at Capstone FinancialUlverston, England, United Kingdom
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MW
Mei Woodcock Dipfa
Colleague at Capstone FinancialLiverpool, England, United Kingdom
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RG
Richard Goodier Dipcii
Colleague at Capstone FinancialUnited Kingdom
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AW
Alan Worthington
Colleague at Capstone FinancialUnited Kingdom
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5 education records
Matthew Rhodes education
Certificate In Mortgage Advice
Chartered Insurance Institute
Diploma In Financial Planning
Chartered Insurance Institute
Certificate In Life & Pensions
Chartered Insurance Institute
Certificate In Financial Planning
Chartered Insurance Institute
Bachelor Of Arts (Ba), Automotive Design
FAQ
Frequently asked questions about Matthew Rhodes
Quick answers generated from the profile data available on this page.
What company does Matthew Rhodes work for?
Matthew Rhodes works for Capstone Financial.
What is Matthew Rhodes's role at Capstone Financial?
Matthew Rhodes is listed as Director and Head of Medical at Capstone Financial at Capstone Financial.
What is Matthew Rhodes's email address?
AeroLeads has found 1 work email signal at @wesleyan.co.uk for Matthew Rhodes at Capstone Financial.
Where is Matthew Rhodes based?
Matthew Rhodes is based in Greater Manchester, England, United Kingdom while working with Capstone Financial.
What companies has Matthew Rhodes worked for?
Matthew Rhodes has worked for Capstone Financial, Wesleyan, True Bearing Chartered, Santander Bancassurance, and Santander Uk.
Who are Matthew Rhodes's colleagues at Capstone Financial?
Matthew Rhodes's colleagues at Capstone Financial include Deborah Newman, Stephen Owen, Jo Stanner Mlibf Dipfa, Aimee Jeavons, and Stephen Owen.
How can I contact Matthew Rhodes?
You can use AeroLeads to view verified contact signals for Matthew Rhodes at Capstone Financial, including work email, phone, and LinkedIn data when available.
What schools did Matthew Rhodes attend?
Matthew Rhodes holds Certificate In Mortgage Advice from Chartered Insurance Institute.
What skills is Matthew Rhodes known for?
Matthew Rhodes is listed with skills including Wealth Management, Financial Advisory, Financial Planning, Strategic Financial Planning, Financial Services, Pensions, Mortgage Lending, and Investments.
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