Capstone Financial

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Reviews

1. L Simm ★★★★★

   I met Debbie a couple of months ago. She was so helpful, I had tried a couple of other advisers and felt that only Debbie was actually listening to me and advising on my possible plans, with me in mind. The others were more interested in making money from me, before I could go forward. Massive thankyou Debbie, your advice has been so valuable, I highly recommend you and will come back to you in future, should my circumstances change.

   1 month ago
2. Gordon Aitkenhead ★★★★★

   Moving Financial Adviser provider is a big decision and not made very often. On reflection Tom and the team made my recent decision and process very professional, efficient and communicated in a way to ensure I fully understood each step. I would encourage anyone to approach Tom or the team to see how Capstone can support their current and future financial planning. A great firm to deal with, thanks so much again.

   almost 4 years ago
3. Sam Pearce ★★★★★

   I first met Debbie through the financial wellbeing webinar she did for my company. It was very good to educate around how investments and pensions all work as I didn’t really know what I was doing with my previous work pensions. Debbie was fantastic talking through my circumstances, explaining everything in an open and approachable manor and explained all my financial options. Knowing I am able to talk to somebody face to face was immensely valuable and really helped to build trust. I would definitely recommend Debbie and Capstone Financial.

   almost 4 years ago

1. Malcolm Dobson - Francis Searchlights Ltd ★★★★★

   Capstone Financial have proved to be a very professional, transparent and responsive organisation. Having created a pretty sizeable pension fund, I felt that it was imperative that I choose a Pension partner who is informative, attentive and trustworthy. Capstone have ticked all the boxes throughout my Pension transfer. Alan Worthington and Gary Morgan have both been superb throughout.

   almost 4 years ago
2. Shirley Evans ★★★★★

   I was recommended to see Debbie Newman about my pensions which I have been putting off sorting for years feeling overwhelmed with what I had, all my options and if I would have enough to even retire. Debbie didn’t disappoint, making what I thought was complicated, understandable and less daunting. She spent time to really get to know me and my future goals, she was friendly and very knowledgeable. I now feel confident with the plan we have put together and wish I had met her much sooner. I would definitely recommend Debbie and Capstone Financial for anyone looking for financial advice.

   almost 4 years ago
3. Geoff Toone ★★★★★

   Alan Worthington took over the running of both my company and private pensions after my original adviser retired. He has continued the excellent work of the original adviser, and the outcome has exceeded what I was hoping for. We have an annual review of the pension, where Alan explains everything in detail, and I can contact Alan if and whenever I need to, which I think is very important. Alan has exceeded my expectations and I am very pleased with the service he has provided.

   almost 4 years ago

1. Alexander Howarth ★★★★★

   I needed to improve my pension provisions, Alan Worthington came highly recommended and he certainly lived up to the recommendations. Alan has helped to transfer my existing provision into one place and helped me plan my long-term strategy for my finances. I am very happy with the outcome of Alans advice.

   almost 4 years ago
2. Julie Royce ★★★★★

   I have been a client of Capstone Financial for the past 2 years receiving pension advice in the past year from Alan Worthington for myself and more recently my husband and daughter have also become clients. Alan takes the time to explain things clearly and to go over the information at the right level for us. I would recommend them for any financial advise as they make it accessible and understandable

   almost 5 years ago

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