Capstone Financial - Glossop Office - Glossop

Capstone Financial - Glossop Office

Capstone Financial's Glossop Office, located at 93 High St W, Glossop SK13 8BB, United Kingdom, is a premier financial planning firm dedicated to helping individuals and businesses achieve their financial goals. With a specialization in financial planning, the team at this office is well-equipped to handle a wide range of financial needs.

Specialties: Financial planner

Other points of interest: Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended

Opinions: This company has 21 reviews on Google My Business.

Average opinion: 5/5

Location and Accessibility

The Glossop office is conveniently situated on High Street West, ensuring easy access for those in and around Glossop. The office boasts a wheelchair-accessible entrance and toilet, making it an inclusive space for all clients.

Expertise and Services

The team at Capstone Financial's Glossop Office is led by experienced financial professionals who are committed to delivering personalized, comprehensive financial planning services. Their expertise spans various areas, including investment management, retirement planning, and tax-efficient saving, among others. By taking the time to understand each client's unique financial situation, the team develops tailored strategies to help clients achieve their short-term and long-term goals.

Client Reviews and Testimonials

The Glossop office has garnered a strong reputation among its clients, as evidenced by its impressive 5/5 average rating on Google My Business. Many clients have expressed their satisfaction with the professional, friendly, and informative approach taken by the team. One client, in particular, noted their satisfaction with Scott Howarth-Pash, stating that he has been incredibly helpful in making informed decisions about their finances.

Contact Information

For those interested in learning more about Capstone Financial's services or scheduling an appointment at the Glossop Office, the following contact information is available:

• Address: 93 High St W, Glossop SK13 8BB, United Kingdom
• Phone: 1457601608
• Website: capstone-financial.co.uk

👍 Reviews of Capstone Financial - Glossop Office

M R.

5/5

I've been working with Scott Howarth-Pash from the Glossop office for a number of years and couldn't be more satisfied with the service provided by Scott and the whole team. They are professional, friendly and always take the time to explain things clearly, which has been incredibly helpful in making informed decisions about my finances. I am extremely happy with the service and highly recommend Scott and the team.

Gillian M.

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.

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.

david H.

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 T.

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 D.

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 T.

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.

John M.

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