Capital Financial Services

Independent Financial Adviser Gladstone House, 2 Church Road, Liverpool, L15 9EG
FCA verified
12th November 2018
We work with clients on a continuous basis, with reviews and communication an essential part of our client care.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Overseas
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Kevin Snyder
Partner
Where to find us

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

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.

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

L K Asset Management LLP T/A Capital Financial Services is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 496059.
Registered in England & Wales, Company Number OC342674. Registered Office address: Gladstone House, 2 Church Road, Liverpool, L15 9EG. Trading address: Gladstone House, 2 Church Road, Liverpool, L15 9EG. Telephone:

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