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  11. Capital Risk Management

Capital Risk Management

Independent Financial Adviser Capital Risk Management Ltd, 5 Coates Crescent, City of Edinburgh, Edinburgh, EH3 7AL
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
13th August 2018
Honest advice at a fair price where the client is put first.
We can advise you on
    • 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
    • EEA
    • Rest of world
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life 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
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Meet our advisers
adviser-person
Gavin MacKinnon DipPFS
Financial Planning Consultant
adviser-person
Willie Crockett ACII Dip PFS
Director
adviser-person
Grant Walker ACII DipPFS
Director
Where to find us
About us

At CRM we always put our clients first and will only recommend things that are appropriate for their needs and circumstances. We look after clients in an open and honest way.

All off our staff have worked in financial services for most of their careers and understand the need to provide a high level of personal service.

Our services

We are open and honest and specialise in providing full advice with a high level of service.
We try to simply things as much as possible to help you plan for your future.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

We have a robust compliance procedure and deal with all of our clients openly and honestly. We employ the services of an external compliance company to ensure that we comply with the Financial Conduct Authority Regulations.

All recommendations are provided in writing.

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Contact options
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