Capital Management CFP Ltd

Independent Financial Adviser  5 Victoria Court, Morley, West yorkshire, LS27 9SE
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FCA authorised
Last authorised 21st September 2020
We endeavour to give our clients the best advice and service and over deliver where possible
We can advise you on
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Stakeholder
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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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Buildings and contents
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Healthcare
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Taxation planning
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Group Pension/Stakeholder
Meet our advisers
Stephen Broadhurst
Howard Tallant
Mark Ainsworth
Managing Director
About us

At Capital Management CFP Ltd we pride ourselves on delivering an outstanding service to all of our clients. We endever to give all our
clients the best products in the market and best possible service at all times. We have 3 finanacial adviser with over 80 years experience between
them and a quality client management team to look after our clients enquries and questions. We offer clear financial advise that you can
trust.

Our services

We are one of the few firms of advisers that can offer advice on Occupation Pension Transfers and help give advice to other Financial Advisor firm clients in this area from Southampton to Glasgow. We are entrusted to give advice by other firms to give their clients the best possible advice and give people informed choices. We also offer this service to both existing and new clients. We also offer advice to people wanting to get potentially better returns on Personal Pension and Investments from ISA'S to Unit Trusts, Bonds and savings accounts. We offer a complete advice service.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Online (Live chat, video, email)
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    Face to face

5 Victoria Court, Bank Square, Morley, Leeds, West Yorkshire, LS27 9SE

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