facebooktwitterpinterest

Reviews, get directions and contact details for Capstone Financial Management Ltd

Capstone Financial Management Ltd
"As your local financial advisers in Altrincham our purpose is to work together with you and your family, helping you to achieve your financial goals and aspirations.Once we understand what you wantto achieve, we’ll then work together with you to develop a long-term financial plan that’s tailored to your specific needs.Whether you are looking to retire, make your money work harder, invest profits from yourbusiness in a tax efficient way or ensure your wealth is transferred effectively to future generations – we can help and ensure that together, you achieve."
Address: Peak House, 6 Oxford Rd, Altrincham WA14 2DY, UK
Phone: 0161 667 1482
State: Greater Manchester
City: Altrincham
Zip Code: WA14 2DY

opening times

Monday: 8:00 AM – 6:00 PM
Tuesday: 8:00 AM – 6:00 PM
Wednesday: 8:00 AM – 6:00 PM
Thursday: 8:00 AM – 6:00 PM
Friday: 8:00 AM – 6:00 PM
Saturday: Closed
Sunday: Closed


related searches: Capstone Financial reviews, Capstone Manchester
Similar places near
Ppiclaim.co.uk Ppiclaim.co.uk 37 meters
afforditNOW afforditNOW 59 meters a totally useless company.take a very long time to answer phones !!!!!!!
Crystal Prospects Crystal Prospects 61 meters PPI quite demamding knew lots if information about me dont know how! But very demandi...
Campbelton Campbelton 86 meters
Gascoigne Halman Altrincham Gascoigne Halman Altrincham 88 meters Rude unhelpful, paid a £1000 deposit on a new build flat in good faith. The mortgage ...
Otus Financial Planning Otus Financial Planning 131 meters My wife and I have worked with Chris and his team for almost 10 years now and have fo...
Catax Catax 232 meters Approachable and professional company, on point and very friendly. Pleasure interacti...
Value My Business Value My Business 322 meters
LIFT-Financial Ltd LIFT-Financial Ltd 332 meters Been a client of Lift Mortgages for around 4-5 years now and they never disappoint! D...
The Money Shop The Money Shop 356 meters "Our Ramsdens store In Altrincham located on George Street offers a wide range o...
HSBC HSBC 396 meters Do not open a business account here. It is impossible to get hold of anybody when th...
Nationwide Nationwide 427 meters Excellent service. Edward was very competent and helpful.
Reviews
I have had a few face to face meetings with Alan, discussing pensions and investments. I have found Alan very professional and knowledgeable and i am very happy with the service i have received. Alan has taken the time to arrange meetings around my busy schedule and i would highly recommend him to anyone looking for advise / help in their financial affairs.
Having been introduced to Capstone through my employer, I was contacted by Alan Worthington and quickly arranged a meeting to review my finances and plan for the future. Meeting Alan in person it quickly became obvious how knowledgeable he is and how he could guide myself and my family to make the most of our resources. Alan has a very professional, yet easy going, manner and the service provided to me was superb from the initial advice to using Capstone’s financial products. He discussed the different options available to me and helped me to decide the best route I could take. I would definitely recommend Alan and Capstone to anyone seeking to enhance their Financial Wellbeing.
I had a very beneficial consultation with Alan, leaving me much more confident and informed on how i needed to manage my finances and plan for a comfortable retirement. Highly recommended.
Comment on this business

to add Capstone Financial Management Ltd map to your website;



We use cookies

We use cookies and other tracking technologies to improve your browsing experience on our website, to show you personalized content and targeted ads, to analyze our website traffic, and to understand where our visitors are coming from. Privacy Policy