Welcome to Capital Financial Services

Our aim is to provide an excellent financial planning service to our clients that encourages them to retain our regulated services and recommend us to their families, friends and colleagues.

Welcome to Capital Financial Services

We are an experienced team of financial advisers providing financial advice to individuals and businesses in North West England and the local area.

Welcome to Capital Financial Services

We are committed to putting clients at the heart of everything we do and to providing the best possible service.

Who are we?

We are professional Independent Financial Advisers working with our clients to identify their financial needs and objectives and then build together plans that will enable them to succeed with their financial goals.

We are not interested in doing an ‘odd job’ for people, such as arrange a plan and then fade away. (If that is what you want, we are definitely not the company for you). We want to work with clients on a continuous basis, with reviews and communication an essential part of our client care.

A point worth noting – almost 90% of our new clients come to us via a referral from one of our existing clients, who are clearly happy to recommend our services.

Investments – making the best use of your capital and surplus income
Inheritance Tax & Will Planning – ensuring your family are provided for and protected
Pensions – planning your retirement and the level of income required
Protection – ensuring you have appropriate cover for you and your family
Mortgages – purchase, remortgage, buy to let, first time buyers

Our Services

Contact Us

Tel: 0151 735 1456    Email: info@capital-fs.co.uk