Dentists

“Capstone Financial have gave me a great deal of assistance during the process of selling my practice, introducing dental-specific solicitors and forwarded planning with my NHS pension. Capstone have always put my interests first by giving sound and trustworthy advice. The service and support have always been exceptional. I would not hesitate in recommending them to anyone.”

“Capstone Financial 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 Capstone to anyone.”

“When it comes to your finances, Matt is able to stand back and see the big picture and this is the skill; he is then able to focus on the detail to optimise that picture. He saved me a fortune on my mortgage, guided me through the minefield of private and NHS pensions and continues to reduce that burden. I wish I had met him years ago, he is an excellent financial adviser.”

“Unfortunately I had to retire from dentistry suddenly due to illness. Rob Beck’s knowledge of the intricacies of the NHS pension scheme have been incredibly helpful, always showing great empathy and respect.

He has given astute advice on investments enabling us to achieve our retirement plans while at the same time giving us financial security.”