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Capstone Financial - Manchester Office
Personalisierte Finanzberatung für eine sichere Zukunft.
5(5 Bewertungen)
Buchhalter
$$$
Personalisierte Finanzberatung für eine sichere Zukunft.
Capstone Financial - Manchester Office bietet professionelle und persönliche Finanzberatung, mit Schwerpunkt auf Ruhestandsplanung, Anlagestrategien und finanziellem Wohlbefinden. Mit dem Anspruch auf persönlichen Vor-Ort-Service stellt Capstone den Kunden einen festen Berater zur Seite, der sie bei jedem Schritt begleitet. Ihr sachkundiges Team wurde als 'Best Financial Adviser Manchester' ausgezeichnet und setzt sich dafür ein, Kunden dabei zu helfen, ihre finanzielle Reise mit Zuversicht und Klarheit zu gestalten.
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Personalisierte Strategien für die Altersvorsorge und das Ruhestands-Einkommen, maßgeschneidert auf Ihre Ziele und Ihren Zeitplan.
Fachkundige Beratung zu Portfolios, die darauf abzielen, Ihr Vermögen mit einem risikoadjustierten Ansatz zu vergrößern.
Umfassende Finanzplanung, die Absicherung, Sparpläne und eine langfristige finanzielle Gesundheit abdeckt.
Tiefgehende Analyse und Empfehlungen zu Pensionsplänen, Übertragungen und Optimierung.
Personalisierte, direkte Treffen mit fest zugeordneten Beratern für klare, verständliche Finanzgespräche.
Regelmäßige Check-ins und Anpassungen des Plans, damit Ihre Finanzstrategie mit den Veränderungen in Ihrem Leben Schritt hält.
Five Stars all the way. I had a very productive and informative initial meeting with Phil Hay of Capstone Financial Advisers, Deansgate Manchester to explore financial advice, investment and financial planning in retirement. Choosing the best Financial Adviser who can give personal financial planning advice and guidance is a big step to take. Phil had no hesitation in putting my mind at rest. Capstone Financial specialise in retirement, protection and financial well being advice , actually being awarded 'Best Financial Adviser Manchester' at the Talk Of Manchester Awards pre Covid (2019). Whilst Phil at length explained their investment approach tailored to the individual needs, the initial and ongoing and review meetings it was pleasing to see that Capstone Financil encourage seeking Legal Advice re Power of Attorney as part of the financial planning advice. Having had family experience of the importance of an enduring power of attorney, this really encouraged me, a point that some financial advisers seem to ignore when discussing retirement and financial planning. Phil went to great length to describe how Capstone Financial Advisers Manchester provide individual personalised plans. Capstone Financial were professional, knowledgeable and helpful. They helped me to understand the various different options may be suitable for my purposes. I was impressed by Phils expert professional friendly client-focused approach. I have no hesitation in awarding 5 stars to Capstone Financial for the pension advice and overall expert financial advice.
Sound, friendly professional advice from Gary and the team brought via a personal face to face service. Wouldn't hesitate to recommend to colleagues and friends.
I have retired early and wanted to fined a Financial organisation that I can trust. Capstone has from the start been professional and attentive. Their approach is confident and reassuring. I look forward to using Capstone looking after my investments and pension. My advisor Gary Morgan has been there as and when I have needed him on any questions I had and it’s been much appreciated.
Its the personal face to face service that has brought me to Capstone. What I needed was personal advice and financial management, in lay language from my own designated advisor and that is what I am getting. Gary is easy to speak to directly and every query is effectively dealt with in a timely manner. Thank you very much
Steve Jones is very helpful and discusses all my options when he comes and does my review. If I have any questions or require more information it is never a issue for him, if he doesn't have the answer or the information to hand he will certainly find it out and always gets back to me.
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