Capstone Financial

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

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.

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.

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.

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.