Partner Practice of St. James's Place Wealth Management
“Matt provided a very thorough investigation of my financial position and offered a very detailed report. As a result of this I have been able to make investments that are personally suited to my needs. I am extremely satisfied with the service and look forward to continued support. I am pleased to recommend Matt to anyone.”
Mike Simpson, Dentist, Frodsham
“Richard has been my financial adviser for many years. He has always advised me on my investment portfolio, his advice has been excellent and my investments with Capstone Financial Management have always achieved very good yields. I would not hesitate in recommending Richard to anyone who is seeking advice on Pension and Investment matters.”
Neil Dutton, Managing Director, Warrington
“The whole team at Capstone are exceptionally professional in their approach and advice with particular attention to detail. Client expectations are the highest priority for Capstone and I would not hesitate to recommend them to family, friends and colleagues.”
“Andrew is honest, hardworking and knows his stuff - he also uses a network of good associates for more detailed support in specialist areas.”
“Both my wife and I found Matthew thorough and informative. The pension projections were very helpful and he acquainted himself of our situation very quickly in order to give detailed active. No-one knows everything and what Matthew didn't know he told us and then proceeded to get us the information promptly and accurately.”
Anonymous, Dentist, Macclesfield
“We found the investment advice very helpful. The illustrations were a good way of visualising the portfolio projections. The factual charges and projections have proved to be accurate. Both of us like the style - no hard sell. Overall we have been very pleased with the service Capstone has provided and continues to provide.”
Trevor & Jenny Anderton
“The team at Capstone have helped me to navigate through a range of complex personal and business related financial matters in a simple, effective and efficient manner. What's equally as important to me is the on going support that I receive on a regular basis whether via bulletins, statements, routine calls and more formal face to face reviews –aftercare is second to none.”
Mark Bradshaw, Director at IPWC Ltd
“I have been using Capstone's services for around 18 months and I have a far greater understanding of how my pension is performing and have seen a marked increase in its value during that time. More importantly I have a number of decisions to make in the coming months and years and am totally confident that with their expertise and assistance I will make the right choices. Having been with a different Financial Management firm previously, I can state quite honestly that the difference in service is remarkable and that I would have no hesitation in recommending the Capstone team.”
Philip Trelease, Business Adviser
“Capstone listen to our requirements and aspirations. They ensure that everything is done to enable us to achieve these. They turn financial jargon into every day speech without patronising us. We know that we can trust Capstone 100% with the assets we have worked extremely hard for many years to accumulate.”
Simon & Tracy Reid, Business Owners
“Capstone Financial Management have always been very helpful in pointing me in the right direction regarding my investments. Their advice has always been sound and trustworthy and I would not hesitate to recommend them.”
Norman Clegg, Engineering Director
“My adviser provided me with excellent service when discussing life cover. He recommended a suitable product for my needs, which was also more cost effective than my previous cover. I would recommend Capstone Financial Management to family and friends.”
Joan Bayley, Admin Assistant
“Capstone Financial Management gave us fantastic service when we were looking for life insurance – they clearly explained our options and their potential benefits to us. We ended up paying less than we were previously and getting far better life cover.”
The value of an investment with St. James's Place will be directly linked to the performance of the fund you select and the value can therefore go down as well as up. You may get back less than you invested.
You should remember that past performance refers to the past and is not a reliable indicator of future results.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Capstone Financial Management Ltd is registered in England and Wales, Number 09225559. Registered Office: 35 St Thomas's Road, Chorley, PR7 1HP.