Delivering exceptional financial advice to help you achieve a secure and independent financial future.
Working with private clients and business owners, at Capstone Financial Management, we understand that no two clients financial requirements are the same. That is why we take the time to get to know you and work closely with you to develop the best financial plan based on your individual circumstance and goals.
With offices in Manchester, London, Leeds, Altrincham, Bolton and Glossop, we provide expert financial advice to clients across the UK. Building trusted and long lasting relationships with our clients is very important to us and we provide a high level of personal and professional service, in a relaxed and friendly manner.
Please click below to obtain further information on some of the services we provide;
To discuss your financial requirements further then please call us on 0161 667 1482 or complete our contact form.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
*May include products and services that are separate and distinct to those offered by St. James's Place.