Planning, investing, and guidance

For many years we have been greatly helped and educated in all areas of our financial affairs by Charles and his team. He is both thorough and personable and willing to go the extra mile to make sure topics are understood and laid out for us. Behind the scenes Capital have taken a lot of the stress and time away from us managing our financial affairs and this has been a great help indeed. Often our financial end goals have shifted and he has been able to quickly adapt and suggest alternative solutions to what we may now be concerned about. It’s very important for both of us to know that our financial planning is in trusted hands whom we understand clearly.

I was introduced to Capital by a work colleague around five years ago and it was probably the best "tip" I have ever been given. In the time I have been with them, they have always been highly professional and receptive to my specific needs and requirements. The advice provided has always been well thought through, logical and relevant to me. They are always easy to contact, and they provide advice in a way in which a lay person, such as myself, can understand. It is good to have a dedicated account manager who can work closely with me and formulate plans for the future that fit my lifestyle choices. The ability to see online instantly how my portfolio is performing is comforting. All in all, what I like about Capital is that, they are proactive rather than just reactive.

Not only have they done an amazing job putting our financial affairs in order and saving us lots in fees, but they have also reinvigorated our lives. We have a newfound passion for growth and change which would not have possible without their help.