Capstone Financial - Glossop

Capstone Financial, located at Address: 93 High St W, Glossop SK13 8BB, United Kingdom, is a reputable financial planning firm that has been serving the community with professional financial advice. You can reach them at Phone: 1457601608 or visit their website at Website: capstone-financial.co.uk.

As a Financial planner, Capstone Financial specializes in providing personalized financial planning services to help individuals and businesses achieve their financial goals. Their team of experienced financial advisors works closely with clients to create customized financial plans that consider their unique needs, goals, and risk tolerance.

Capstone Financial's office is located in the heart of Glossop and is easily accessible by public transportation. The office has a wheelchair accessible entrance and wheelchair accessible restroom for clients with mobility challenges. There is also a restroom available on-site. It is recommended to make an appointment before visiting the office to ensure that a financial advisor is available to meet with you.

Capstone Financial has received numerous positive reviews from clients, with a average opinion of 5/5 based on 20 reviews on Google My Business. Clients have praised the firm for its professionalism, knowledge, and personalized approach to financial planning.

If you are looking for a reliable and experienced financial planner in Glossop, Capstone Financial is an excellent choice. Their team of financial advisors is dedicated to helping clients achieve their financial goals and is committed to providing the highest level of service. Contact Capstone Financial today to schedule an appointment and take the first step towards financial success. You can reach them at Phone: 1457601608 or visit their website at Website: capstone-financial.co.uk.

Reviews of Capstone Financial

Steve W

5/5

Great service from Scott & the team at Capstone. They really took the time to look at my current situation and previous investments, suggest all available options for moving forward and present them back clearly so I could make the right decision for myself. I would definitely recommend Scott and the team.

Gillian McGrath

5/5

Came to Capstone when I was thinking of retiring. Had a good meeting with them and they gave me options. It was good to know I could afford to retire. Yearly meetings are great as they bring you up to date and regular correspondence to show how your money is doing, but always there at the end of the phone if you need anything, simple to withdraw money from my plan if needed. Staff at the Glossop branch are fantastic. They make everything so easy but you still feel in control and don't offer things not suitable for you. Recommended all my colleagues and friends. Really glad I went to them.

david hammond

5/5

Jane and myself came across Capstone and Andrew Williamson a couple of years ago ahead of our planned pension transfer . The prospect of finding a good reliable and honest advisor was a worry for us as our pension transfer was significant and set to be a little troublesome but that's another story . Andrew soon convinced us of his desire to be on hand to help and guide and the faith we needed to find was found in Andrew and Capstone . EVERY step of our problematic transfer was managed by Andrew and with confidence we pieced together an investment plan with SJP . We are now passed the first 18 month or so of our investment and accepting the significant ups and downs of 2020 we seem to be getting back on track but over the troublesome months of 2020 Andrew was on hand to guide and advise as best he could . We are now moving to another phase of our long term investment plan where some more advice and guidance will be needed
It has been a breath of fresh air ! to have ANDREW WILLIAMSON and CAPSTONE on our side and I have every confidence that future planning will only ever be aided by having this relationship
Good Company / Good People - THANK YOU CAPSTONE

James Thompson

5/5

Capstone Glossop have looked at our existing investments and shareholdings, then at our position in life and our needs. We worked together to assess the risks we were happy with and they then gave us advice accordingly. The advice we received also covered wills and inheritance tax planning. We have been very happy with our adviser and like receiving the regular reports and bulletins.

Ross Darroch

5/5

Scott at Capstone Glossop provided a fantastic service. The products specified were exactly what was required - he understood completely what I was looking for and was incredibly diligent in ensuring that all bases were covered. Scott was very easy to deal with, always friendly and enthusiastic whilst never being anything other than professional. Highly recommended.

James Thompson

5/5

Andrew listened to our needs as a family and as a couple planning for our retirement and the lifestyle we want as we head towards retirement and beyond. There was no judgement just sound helpful advice to maximise our investment, savings, pensions, as well as being as tax efficient as possible. Post the meeting, Andrew and his team were extremely responsive proactively managed all the follow up actions through to conclusions , providing us with a fit for purpose financial solution.

Robert Barnes

5/5

“My wife and I sought advice as we wanted to plan for our financial future. We wanted the best deal on a re-mortgage for our house and to consolidate our pensions. Capstone helped us achieve everything we wanted but also advised us on how best to tax efficiently use our assets. Everything was fully explained to us and they arranged for all our pensions to be brought together and ensure that they are all managed correctly.”

John Millward

5/5

I needed some advice regarding my personal pension and regarding setting up an auto enrolment scheme for my staff. Capstone came to visit me, and we discussed all my personal and business needs and they came up with a plan for both pensions. I am very happy with the service Capstone have provided me with