Capstone Financial

Winner of Best Financial Advisers at the Manchester Business Talk Awards 2023, Capstone Financial are experts in delivering financial planning advice to Business Owners and Senior Executive teams.

Capstone’s collaborative approach goes beyond the standard financial consultation, they will ensure they obtain a thorough understanding of your business, and focus on your objectives, challenges, and opportunities to build a robust financial plan.

By creating a strong partnership, Capstone Financial can offer the financial planning advice you need to support the growth aspirations of you, your team, and your business.

The areas of financial planning they offer are...

  • Retirement Planning
  • Tax Efficient Profit Extraction
  • Investment Planning
  • Personal Protection
  • Business Protection
  • Inheritance Tax and Estate Planning
  • Employee Benefit Schemes
  • Employee Financial Wellbeing