Richard Goodier Dipcii Email & Phone Number

I am proud to be a Senior Financial Planner at Capstone Financial, offering exceptional financial advice to individuals and business owners to help them achieve a secure and independent financial future. For over 20 years I have worked closely with business owners on all their financial requirements such as corporate pension planning (including auto enrolment), mitigating tax liabilities, business protection, employee benefit schemes and aspects of business exit strategy planning. I also work with private clients on investment planning, retirement planning, personal protection and inheritance tax planning. The on-going advice and support we provide at Capstone Financial means the financial plans we put in place for our clients will always be regularly reviewed and can be adjusted where necessary to deal with any changes in their life.Capstone Financial was awarded “Best Financial Adviser” at the Talk of Manchester Business Awards in 2023, 2020 and 2019.Our privileged position of being a Partner Practice of St. James's Place Wealth Management, means we have access to their distinctive approach to Wealth Management. St. James’s Place recently won the prestigious “Good Money Award” at the Better Society Awards 2024. 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 07825 990 249.Further information can be found at: www.capstone-financial.co.ukCapstone Financial is a trading name of Capstone Financial Management Ltd.SJP Approved 15/10/2023

Listed skills include Banking, Retail Banking, Financial Services, Mortgage Lending, and 10 others.

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  William Hulme Grammar School