Capstone Financial - Altrincham

Malcolm Cocker

I would like to thank Alan for moving my pension from Scottish Widows to Capstone and explaining in detail the advantages of the move. Alan has been very helpful to my wife and I assisting us with our finances. Alan has always been available to help with any queries we have had and has visited our home frequently with paperwork that has needed completing. I feel we have received a very professional service from Alan and think that he is a credit to his company..
M.A.Cocker

frank ashton

A reliable place for your money, it's well looked after, easily available and you earn good interest.
I recently transferred ISA and shares from another account, help and advice all the way
No more worries, very helpful advice.
I highly recommend.

SOLIV

Alan provided me with excellent advice on my pension and explained everything step by step. Great communication through the whole process and very easy to talk to. Overall great experience.

David Parry

Very thorough and simple process. Joel produced a a clear and detailed report that made my decision easy to sign up with Capstone Financial.

Alison Green

I was introduced to Capstone many years ago, via a previous financial adviser. Matt Rhodes has been my adviser for several years and my hard-earned money has been very well managed, largely thanks to his expertise. The quality, quantity and range of information he provides has always been excellent. Most importantly, Matt has taken great pains to understand who I am as a person and what sort of life goals I want my savings to help me achieve. Now in retirement, I am profoundly grateful for the additional financial security my investments provide and for Matt's continuing advice that helps me to decide whether and when to access my savings. I have lately experienced the most stressful few years of my life and am especially grateful for Matt’s expertise, wisdom and outstanding humanity in supporting me through extreme financial challenge. He responded calmly to my panicked questions and promptly to my urgent requests for specific information. He was empathetic and respectful and unfailingly kind. I honestly do not know how I would have managed without him. I now look forward to his continuing advice and guidance in, hopefully, calmer times.

amy bartlett

I met with Janine to discuss starting a pension and she was incredibly helpful, as someone who is self employed and who has very little clue when it comes to pensions she gave me the best advice and helped me understand how to set up my future self.

Martin Murphy

Fantastic, personal and first rate service from Alan Worthington at Capstone. Absolutely knows his stuff and took great comfort in his advice and recommendations.

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.