Award-Winning Financial Advice


Our experienced team of professional financial advisers will spend time finding out about you and your financial priorities.

Expert Financial Advice in Altrincham.

Our experienced team at Capstone Financial will spend time finding out about you and your financial 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.

Whether you are looking to retire, make your money work harder, invest profits from your business in a tax efficient way or ensure your wealth is transferred effectively to future generations – we can help and ensure that together, you achieve.

Landing – Book consultation

  • Book a no obligation
    initial consultation

Call our team today or Ask us to call you back… 01204 938 958

Book a no obligation initial consultation

Call 0161 667 1482 or complete our form for a callback

What are your future goals?

Here 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 retirement arrangements work any harder?
  • Can I make my financial affairs more tax efficient?
  • How do I maximise my wealth?
  • 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?
  • Could my mortgage* rate be more competitive?
  • What are my inheritance tax liabilities?
  • How do I cover the costs of care home fees?

Mapping Out Your Financial Journey

As a Senior Partner Practice of St. James’s Place, one of the UKs largest Wealth Management companies, we can help you map out your financial journey. We focus on three key phases of planning, designing and reviewing to help turn your goals into reality.

Financial Advice that’s more ‘you’

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.

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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 financial plan that’s tailored to your specific needs.

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Book a no obligation initial consultation

Call 0161 667 1482 or complete our form for a callback

Your Local Financial Advisers

Richard Goodier
Richard Goodier

Financial Adviser

Debbie Newman
Debbie Newman

Financial Adviser

Alan Worthington
Alan Worthington

Associate Director

Scott Howarth-Pash
Scott Howarth-Pash

Financial Adviser

Tom Aitkenhead
Tom Aitkenhead

Financial Adviser

Altrincham Office
Altrincham Office
13 Ashley Road, Altrincham, Cheshire
WA14 2DT
Bolton Office
Bolton Office
69 Chorley Old Road, Bolton, Greater Manchester
BL1 3AJ
Glossop Office
Glossop Office
93 High Street West, Glossop, Derbyshire
SK13 8BB