Capstone Financial - Bolton Office - Bolton

Capstone Financial - Bolton Office

Capstone Financial - Bolton Office se encuentra ubicado en 6th Floor, Capstone Financial - Bolton Office, 120 Bark St, Bolton BL1 2AX, United Kingdom y tiene un teléfono al 1204366300.

La empresa ofrece servicios de Financial planner y tiene una página web en capstone-financial.co.uk.

Los clientes mencionan que la empresa ofrece apoyo personalizado y servicios en línea para que los clientes puedan programar citas en línea. La oficina también es accesible para sillas de ruedas y tiene bañeras accesibles para personas con discapacidad. Además, el interior de la oficina es neutral de género y tiene baños de descanso disponibles.

Según las opiniones de los clientes, Debbie Newman es una asociada calificada y competente que ha ayudado a muchos clientes a crear planes financieros personalizados y a alcanzar sus objetivos financieros. Los clientes mencionan que la comunicación es excepcional y que la empresa es confiable.

En resumen, Capstone Financial - Bolton Office es una empresa de planificación financiera que ofrece servicios personalizados y apoyo en línea. Si estás buscando a un profesional de la planificación financiera en Bolton, Capstone Financial - Bolton Office es una opción excelente.

Características

• Planificación financiera personalizada
• Apoyo en línea
• Servicios en línea
• Accesibilidad para sillas de ruedas
• Accesibilidad para personas con discapacidad
• Neutral de género
• Baños de descanso disponibles

Iglesias de interés

• Planificación financiera para la jubilación
• Creación de planes financieros personales
• Asesoramiento sobre inversiones
• Planificación de impuestos

Juntas de opinión

Este negocio tiene 26 opiniones en Google My Business.

La opinión media es de 5/5.

Las opiniones de los clientes mencionan que los representantes de la empresa son amables, expertos y confiables.

👍 Reviews of Capstone Financial - Bolton Office

Shirley E.

5/5

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.

Geoff T.

5/5

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.

Julie R.

5/5

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

Dominic S.

5/5

My wife and I have been clients for over a year and have found Robert Campbell and his team at Capstone Financial a pleasure to deal with. He provides clear and honest advice which makes making pensions/investment decisions a lot easier. He is also very patient and happy to explain things in detail when we don't always grasp the point first time.

Alexander H.

5/5

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.

Sam P.

5/5

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.

mandy B.

5/5

Right from the very first time that Captstone took over dealing with my funds, I have founds Steve James to be extremely helpful and professional. Nothing is too much trouble, which gives me peace of mind knowing that he and the team are looking after my funds. I would strongly recommend them to friends and family, knowing that their professional manner and service never lets clients down.

Paul E.

5/5

Had the pleasure of dealing with Capstone through Alan Worthington Helpful, friendly and very professional .Alan helped me with advice and guidance with an issue over pensions, turned what was a very stressful and complicated issue into a solution. I can honestly recommend using this company. Alan was understanding, polite and very easy to communicate with, explaining in detail everything i needed. Very professional