CF
Capstone Financial - Manchester Office
Conseils financiers personnalisés pour un avenir sûr
5(5 avis)
Comptable
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Conseils financiers personnalisés pour un avenir sûr
Capstone Financial - Manchester Office propose des conseils financiers professionnels et personnalisés, spécialisés dans la planification de la retraite, les stratégies d'investissement et le bien-être financier. Avec un engagement envers un service en face-à-face, Capstone offre à ses clients un conseiller dédié qui les accompagne à chaque étape. Leur équipe compétente a été reconnue comme le « Meilleur Conseiller financier de Manchester » et s'engage à aider les clients à naviguer dans leurs parcours financiers avec confiance et clarté.
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Stratégies personnalisées pour la gestion de la pension et les revenus de retraite, adaptées à vos objectifs et à votre calendrier.
Conseils d'experts sur des portefeuilles d'investissement conçus pour accroître votre patrimoine avec une approche axée sur le risque.
Planification financière complète couvrant la protection, l'épargne et la santé financière à long terme.
Analyse approfondie et recommandations pour les régimes de retraite, les transferts et l'optimisation.
Rencontres personnalisées et directes avec des conseillers dédiés pour des discussions financières claires et accessibles.
Vérifications régulières et ajustements du plan afin de garantir que votre stratégie financière reste alignée avec les changements de votre vie.
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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