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

11th February 2019

We endeavour to give our clients the best advice and service and over deliver where possible

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Buildings and contents
- Healthcare
Business
- Group pensions
Pensions & retirement
- Stakeholder
Tax & trust planning
- Taxation planning

Meet our advisers

Mark Ainsworth

Managing Director

Qualifications & Accreditations Hide qualifications

J02 - Trusts (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

J01 - Personal Tax (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

CF8 - Certificate in Long-Term Care Insurance (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

AF2 - Business Financial Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to business.

AF1 - Personal Tax and Trust Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

J04 - Pension Funding Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

CF6 - Certificate in Mortgage Advice (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

Accreditations

Howard Tallant

Qualifications & Accreditations Hide qualifications

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Stephen Broadhurst

Qualifications & Accreditations Hide qualifications

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Where to find us

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

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.

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.

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Buildings and contents
- Healthcare
Business
- Group pensions
Pensions & retirement
- Stakeholder
Tax & trust planning
- Taxation planning

Advice methods

Online (Live chat, video, email)
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

Website

Compliance

Contact options

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