Capital Management CFP Ltd

Independent Financial Adviser 5 Victoria Court, Bank Square, Morley, Leeds, West Yorkshire, LS27 9SE
First meeting at adviser's own cost
Response rating
10/10
FCA verified
3rd December 2018
We endeavour to give our clients the best advice and service and over deliver where possible
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buildings and contents
    • Healthcare
    • Group pensions
    • Stakeholder
    • Taxation planning
Meet our advisers
adviser-person
Mark Ainsworth
Managing Director
Accreditations
Chartered Financial Planner
adviser-person
Howard Tallant
adviser-person
Stephen Broadhurst
Where to find us

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

Contact us
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.

Advice methods
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

We have an external Compliance Company (Simplybiz) help us offer the highest standards of compliance and they visit are offices 4 times a year to update the firm on changes the FCA are making and also to check a sample of our client files to make sure they agree we are offering the right advice to our clients and that we are communicating in easy to understand language about any recommendations we are making.

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