Capstone Financial

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Reviews

1. Jyotsna Magapu ★★★★★

   Have been working with Capstone and Rob Beck for a few years now and cannot speak more highly from them and their service. The financial review they have offered, the support and guidance whilst really taking time to understand what is important to me is what makes them a step above the rest. They are so good, I have moved my family members over to them as well and there has been nothing but positive feedback from them too.

   almost 2 months ago
2. christine miller ★★★★★

   From the moment I contacted Alan at Capstone he was extremely responsive and helpful. I'm new to investing and Alan took the time to talk me through everything in detail. He took into account my personal circumstances and goals, and I'm absolutely confident that his investment recommendations were absolutely spot on. Alan is very warm and friendly and extremely knowledgeable. He made the entire process smooth and stress-free. I will definitely be using his services again in the future. I would give 6 stars if I could!

   almost 2 months ago
3. SIMON WOODRUFF ★★★★★

   Komal Joshi has been incredibly useful helping me organise my business and family finances as efficiently as possible. I am a surgeon with a busy practice and do not have enough time or knowledge to do this myself. Komal has special expertise in doctor's finances including NHS pensions and Limited companies for private practice. There are thus multiple different ways in which he has been able to improve our financial position. On a personal level Komal is very likeable, affable, honest and direct and appears to love his job. I am very happy to recommend him to others!

   almost 3 months ago

1. Naeem Meghjee ★★★★★

   Fantastic service so far from Capstone! Komal my advisor has been nothing but professional while still remaining very personable. He has listened and given advice tailored toward my financial goals and has been honest when needed. I am hoping to utilise their services for a long period of time.

   almost 3 months ago
2. Karen Morley ★★★★★

   I have received professional and knowledgeable advice from Capstone but with such a friendly and personable manner that I look forward to seeing my financial adviser. He has produced a financial plan that projects the next 5 and 10 years with a presentation that was both useful and understandable. The office staff are also friendly and cheerful and I am always made to feel welcome with a cup of tea etc. I am totally satisfied with the advice given and cannot praise Capstone highly enough.

   almost 5 months ago
3. Livi Leacock ★★★★★

   I have had a few face to face meetings with Alan, discussing pensions and investments. I have found Alan very professional and knowledgeable and i am very happy with the service i have received. Alan has taken the time to arrange meetings around my busy schedule and i would highly recommend him to anyone looking for advise / help in their financial affairs.

   almost 2 years ago

1. Matt Fairbrother ★★★★★

   Having been introduced to Capstone through my employer, I was contacted by Alan Worthington and quickly arranged a meeting to review my finances and plan for the future. Meeting Alan in person it quickly became obvious how knowledgeable he is and how he could guide myself and my family to make the most of our resources. Alan has a very professional, yet easy going, manner and the service provided to me was superb from the initial advice to using Capstone’s financial products. He discussed the different options available to me and helped me to decide the best route I could take. I would definitely recommend Alan and Capstone to anyone seeking to enhance their Financial Wellbeing.

   almost 2 years ago
2. CHARLOTTE EVANS ★★★★★

   I had a very beneficial consultation with Alan, leaving me much more confident and informed on how i needed to manage my finances and plan for a comfortable retirement. Highly recommended.

   almost 3 years ago
3. Terry Guest ★★★★★

   I chose to go ahead with Capstone Financial after researching different companies and have had great service in the time I have been with them. They are extremely professional, always keep me informed and updated about my investments and I feel that I’m receiving the best financial advice for my situation. I’m delighted with the support, which has surpassed my expectations and it’s great to know that Richard is always on hand to help, should I have any questions.

   almost 4 years ago

1. Raewyn Bailey ★★★★★

   I found Richard Goodier of Capstone both wonderfully professional and very helpful. I wasn’t pressured in anyway, but I chose to move money from one set of shares to reinvest in a range of shares with a variety of fund managers. This variety appealed to me rather than having all my eggs in one basket. Everything was very professionally handled and my new portfolio is up and running. I have already recommended Richard to a friend for help with investment.

   almost 4 years ago

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