About us

You’ve worked hard for your money and to ensure your family is looked after, so it’s only natural that you should want to discuss your future goals with a financial expert you can trust.

Achieve the life you want

As your personal or business financial advisers, we will spend time finding out about you and your priorities. Once we understand what you want to achieve, we’ll then work together with you to develop a long-term financial plan that’s tailored to your specific needs.

What are your future goals?

These are some of the questions our financial advisers can help you answer:

  • Will I be able to achieve my financial objectives?
  • Can I improve my retirement income?
  • Could my pension arrangements work any harder?
  • Can I make my financial affairs more tax efficient?
  • How do I maximise the returns from my existing investments?
  • Are my family and I fully protected in the event of death, disability or illness?
  • Will I be able to fund my children’s education costs?
  • Can I reduce future inheritance tax charges?
  • Could my mortgage rate be more competitive?
  • How do I cover the costs of Later-Life planning?
Capstone Financial Brochure

Adobe Acrobat format, 3.89 MB

Our purpose

Capstone Financials’ main purpose is to allow our financial advisers to do what they do best. Which is spending time getting to know each client and advising them and their families effectively on their long-term financial plans.

This is made possible by our financial advisers being supported by an amazing operations team of experienced administrators, paraplanners and client servicing professionals, who do everything to ensure we deliver on our promise and meet our client’s expectations at every stage.

Investing for your journey

How do you invest to turn your goals into reality? Investing for your journey involves taking the long-term view. By staying the course, taking risk and benefitting from compound interest, you give yourself the best chance of achieving your goals.