Who We Help
Everyone’s financial planning needs are different, and our specialist advisers work with clients across a wide range of sectors and circumstances.
Financial planning is not a one-size-fits-all business – or it shouldn’t be – and we understand that your needs are unique. Your age, your career, your family and financial circumstances and your future goals all make a difference to the advice we give, and we continue to review your position as time goes by to make sure your arrangements always remain up to date.
Specialist support is key to the service we offer, and we’re able to provide high-quality advice to clients whose needs vary greatly – from high-achieving professionals near the start of their career to senior executives, company directors, retirees and more. In each case, we take time to find out about your current circumstances and future aspirations, then create a strategy designed to help you achieve your goals.
Business Owners
At Capstone Financial we specialise in helping business owners to achieve their family, business, financial and lifestyle objectives.
Company Directors
As well as providing expert advice about your company’s finances, we can also help each director plan for their own future too.
Senior Executives
We recognise that the life of a senior executive is a busy one, with unique challenges and opportunities that a sound financial plan can address.
Medical Professionals
Working in medicine can be hugely rewarding, but it’s a field that also comes with significant challenges.
Retirees
Entering retirement doesn’t mean your need for a financial plan goes away. Retirement can last many years, and quality financial planning remains essential.
Contractors
If you’ve chosen the flexibility and freedom of contracting, we’ll help make sure your business affairs remain in great shape.
Charities
With our deep understanding of the charity sector’s rules and regulations, we can help charities make the best use of their assets.
Sports Professionals
A professional sports career can be rewarding but uncertain. We have the expertise to help plan your financial future whatever your specific needs.