CF
Capstone Financial - Liverpool Office
Guiándote hacia la seguridad financiera con experiencia y confianza.
5
Business
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Guiándote hacia la seguridad financiera con experiencia y confianza.
La oficina de Capstone Financial en Liverpool ofrece servicios de consultoría financiera especializados dirigidos por el experimentado asesor Alan Worthington. Con una calificación perfecta de 5/5, los clientes elogian el amplio conocimiento de Alan sobre los mercados financieros y su capacidad para adaptar asesoramiento a medida para satisfacer sus aspiraciones financieras únicas. Desde idear estrategias de jubilación a largo plazo hasta gestionar carteras de inversión complejas, el equipo se dedica a garantizar que los clientes se sientan informados y seguros en sus decisiones financieras. Con un enfoque en un servicio personalizado, Capstone Financial destaca por su compromiso con la satisfacción del cliente y el éxito financiero.
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Estrategias de inversión personalizadas que incluyen acciones, cuentas ISA de acciones y optimización de carteras para hacer crecer su patrimonio.
Servicios integrales de planificación de la jubilación para asegurar su futuro financiero y gestionar los pagos de pensión.
Asesoramiento experto sobre pensiones de último sueldo, paquetes de indemnización por despido y consolidación de pensiones.
Asistencia con hipotecas para primera vivienda, pólizas de seguros y productos financieros relacionados.
Asesoramiento a medida sobre testamentos, planificación de legados y estructuración financiera para la seguridad de la familia.
Calificación general
Denah Jones
My first contact with my financial advisor, Alan Worthington, came 5 years ago following the death of my husband which radically changed my financial goals and plans for the future. I greatly appreciate Alan's extensive knowledge of the financial markets based on his many years’ experience. I have come to value, respect and trust his advice on investments and savings. Alan has listened carefully to my changing circumstances and has tailored bespoke advice to ensure my financial aspirations are met through a range of products. Recently my son needed his first mortgage and related insurance policies and I had absolutely no hesitation in recommending to him Capstone's services, through Alan
Gary Smith
“Alan Worthington shaped my finances to my changing current circumstances having recently retired through to the future and my legacy to my family. I am totally happy and more to the point content with how my finances are packaged. I have been able to shape my will around them and indeed hold a meeting with my son and daughter recently outlining exactly what the outcome will be upon my death. A meeting I thought necessary in the current pandemic. Alan respects the fact I am not an expert and have limited knowledge of the financial institutions, but neither am I ignorant of them. I ask Alan what I don't understand and I am not afraid to do so, and he never makes me feel that any of my questions are "basic" in their content.”
carol morgan
I have been a client of Allan Worthington since 2007, as I was made redundant and received a redundancy package from my company.In the first meeting with allan he helped me to develop a long term strategy so I could keep saving money on top of my redundancy package that would help me towards my retirement, which I found really helpful. He explained things in plain terms and we are very happy with Allan's professional advise. We can't thank him enough.
Paul Harkin
I met Alan worthington in 2007 through my girlfriend who was made redundant from her employment and received a redundancy payment which we wanted to put into a savings account we had at the halifax liverpool , it was there we first met Alan who right away put us at ease and then explained all the options we had to put the money to good use and let it work for us in the right way instead of just leaving it in a savings account with poor interest rates at the time, he informed us of all the ways our money could do better by investing it in stocks and shares isa which we would never have thought of and by doing that and starting to invest ourselves through Alan we are now in a far better financial situation than we would ever have been if we would just left it in a savings account, when Alan has moved on to other opportunities we have also gone with him and we are now once again with him with capstone because we trust him with his financial advise and experience in all finance which has been a massive benefit to us , and now we're looking forward to a future were we will be financially secure and not have to worry about what we can or can't do because with Alan's advise and guidance we are now in a far better place financially than we would of been so I would have no hesitation in recommending Alan to anyone who needs that push to help then make there Money work for them in a way he made it work for us.
Annette Ingham
“I was looking for a financial adviser as I wanted to combine pots of money, including looking at final salary pension, and was looking for a decent return with medium risk. Alan Worthington explained the different investment products (including charges) which shows his professionalism, knowledge & experience. I have asked many questions regarding my investments either in our meetings or by email to which Alan has always promptly responded. He also assisted my decision making regarding a final salary pension that was due to pay out. Nothing is too much trouble for Alan, and he has completely earned my trust as my adviser.”
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