Trusted by Clients All Over The UK


As your financial adviser our purpose is to work together with you, your family or your business, helping you to achieve your financial goals and aspirations.

Get In Touch
Filter testimonials by:
  • All
Rebecca Ireland

Employment Law Partner

Capstone Financial helped me to consolidate my pensions after I moved law firms and put in place income protection plans now that I am self-employed under my own personal services company.

It was great getting their help because they carefully listened to what I wanted to achieve, gave information in a user-friendly manner, helped me understand the options and completed the paperwork efficiently and in a timely manner.

I would highly recommend them and they have been a big help in me sorting out my key financial plans

Nick Ducker

Corporate Partner

Moving from an employed position at a large law firm to a self-employed role within gunnercooke meant I needed to ensure I had the correct protection in place for my family and I. I also needed to under-stand how I could effectively extract profits from my business in a tax efficient way.

Capstone Financial were recommended as the financial advisers to speak to as a gunnercooke partner and I couldn’t be happier with the advice and service I have received from them so far.

Liam took the time to fully understand my needs and objectives to ensure I had the right financial plans put in place for me. In particular I found the cash flow modeling really useful to help me look at what level of savings I need to put away each year to ensure I can retire when I want to.

Suresh Bhatt

Pensions Partner

Capstone Financial have been my trusted Financial Advisers for a number of years. Their ability to listen and understand my goals has been vital in building a long-term relationship, and they always advise me on the right protection policies and investments to suit my circumstances.

Following my move to gunnercooke having a financial adviser I can trust, who offers full holistic advice to bring financial security for me and my family, has become even more important.

With the Capstone team by my side I have full confidence that my personal finances will be well looked after, enabling me to concentrate on realising my professional ambitions with gunnercooke.

Craig Jackson

Engineer, Glossop

The whole team at Capstone Financial are exceptionally professional in their approach and advice with particular attention to detail. Client expectations are the highest priority and I would not hesitate to recommend them to family, friends and colleagues.

Glyn Jelley

Manging Director , Salford

Liam identified the type of business we are, risks associated, key personnel and devised a solution to ensure we were covered for many potential outcomes. As a company, we required protection for certain staff members, medical insurance and pensions. Personally, I have required pensions, investment advice and mortgage solutions. I am extremely pleased with the outcome and I am 100% satisfied with the service provided by Liam and the Capstone Financial team.

Mark Bradshaw

Director, Hyde

The team at Capstone Financial 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 ongoing support that I receive on a regular basis whether via financial bulletins, statements, routine calls and more formal face to face reviews – aftercare is second to none.

Rob Barton

Director, Buckley

Liam's professionalism is second to none. He left no stone unturned in finding me the best deals for myself and my family, and I would gladly recommend him. Our investments and pensions are more stable than with previous advisers. Also, within our business, he has helped several of my employees with their finances. He is an outstanding financial adviser and a credit to his profession.

Neil Dutton

Manging Director , Warrington

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 have always achieved very good yields. I would not hesitate in recommending Richard to anyone who is seeking advice on pension and investment matters.

Julia Mitchell

Manging Director , Manchester

As a leading PR agency in Manchester, we wanted to work with a forward thinking financial advisory practice who understand the needs of a fast-growing business and could support us in both pensions and investment advice. Capstone Financial have surpassed our expectations in all areas. They really understand our business model and have been able to work strategically with our accountants, providing advice on both pensions and investments that meet the exact needs of the business and me, personally as founder. They show a real interest in our work and business, and their level of professionalism and knowledge of their field is second to none.

Helen Peckham

Head of Human Resources, Regis Mutual Management

At Regis Mutual Management we value our people as our greatest asset and want to ensure we support them as best as we can in work and at home. Prior to coronavirus we were keen to offer financial wellbeing workshops to everyone but as lockdown happened, we felt this would unfortunately be delayed. Capstone Financial were brilliant at adapting the workshops to an online environment, meaning we could offer this crucial support to our team at a time when they probably needed it most. I would highly recommend the financial wellbeing workshops and I know these have been greatly received by everyone who attended. Capstone have also offered 1-2-1 consultations afterwards so additional support is being given if needed.