Capital Financial Services

Independent Financial Adviser  Gladstone House, Liverpool, L15 9EG
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FCA authorised
Last authorised 16th November 2020
We work with clients on a continuous basis, with reviews and communication an essential part of our client care.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Buying overseas
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Kevin Snyder
Partner
About us

The business was originally established in 2003 to provide a full financial planning service to individuals and businesses.
Our clients benefit from our wealth management service incorporating all existing investments, pension funds and protection plans. In addition, we provide ongoing financial advice in relation to end of year tax planning, portfolio rebalancing and amendments to the financial plan based on changing client circumstances or government legislation.

Our services

Our aim is to provide an excellent financial planning service to our clients that encourages them to retain our regulated services and recommend us to their families, friends and colleagues.

We are not interested in doing an 'odd job' for people, such as arrange a plan and then fade away. We want to work with clients on a continuous basis, with reviews and communication an essential part of our client care. Almost 90% of our new clients come to us via a referral from one of our existing clients, who are clearly happy to recommend our services.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Gladstone House, 2 Church Road, Liverpool, L15 9EG

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