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Capstone Financial - Manchester Office
Asesoramiento financiero personalizado para un futuro seguro
5(5 reseñas)
Contador
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Asesoramiento financiero personalizado para un futuro seguro
Capstone Financial - Manchester Office ofrece asesoría financiera profesional y personalizada, con especialización en planificación de la jubilación, estrategias de inversión y bienestar financiero. Con un compromiso de servicio cara a cara, Capstone ofrece a los clientes un asesor dedicado que está con ellos en cada paso del camino. Su equipo experto ha sido reconocido como el 'Mejor Asesor Financiero de Manchester' y está dedicado a ayudar a los clientes a navegar sus trayectorias financieras con confianza y claridad.
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Estrategias personalizadas para la gestión de pensiones y los ingresos de la jubilación, adaptadas a tus metas y a tu horizonte temporal.
Asesoramiento experto sobre carteras de inversión diseñadas para hacer crecer tu patrimonio con un enfoque de riesgo ajustado.
Planificación financiera integral que abarca protección, ahorro y salud financiera a largo plazo.
Análisis detallado y recomendaciones sobre planes de pensiones, transferencias y optimización.
Consultas presenciales personalizadas con asesores dedicados para discusiones financieras claras y accesibles.
Revisiones regulares y ajustes del plan para garantizar que tu estrategia financiera siga alineada con los cambios en tu vida.
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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