Neptune Capital Management Ltd

Restricted - Whole of Market  Royal Liver Building, Liverpool, L3 1HU
First meeting at adviser's own cost
Working closely with you, we will build a bespoke financial plan to help meet your financial and life objectives. Advisers based in Liverpool & Nottingham.
We can advise you on
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Sharia finance
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
Mr Sam Richards
Director | Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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.

Accreditations
Chartered Financial Planner
Mr Pete Stephenson
Director | Certified Financial Planner
Mr Iwan Roberts
Director | Financial Planner

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

What our clients say
Sam Richards has been giving me financial and pension planning advice for over 10 years. He’s always been honest and trustworthy and I have always felt that he has my best interests at heart. He was especially helpful when my husband passed away. I would not hesitate to recommend him.
Liz Fishwick, Heswall, Wirral
Sam has been our financial adviser for nearly 15 years. He’s provided mortgage, pensions, savings advice and even advised us when we’ve been overspending! Graciously of course, but directly, and always with our best interests at heart. I would highly recommend Sam and his team. They always respond quickly to any of our questions or needs, and make sure every decision we make financially is well considered and well informed. We can’t speak highly enough of Sam.
Kevin & Paula Reid, Preston
Sam Richards has been my personal and family Financial Advisory for many years, during which time his financial market investment knowledge, his guidance and advice and strategy has been invaluable when I've needed to make long term family financial investment decisions. I have no hesitation in recommending Sam, along with Neptune Capital Management Ltd, to anyone looking for excellent financial guidance.
David Barley, Cheshire
About us

We take a very personal approach to client relationships and strive to serve our clients at the very highest level throughout the different stages of their lives. With all of our clients, we genuinely care and we are on your financial journey with you every step of the way.

We advise a range of clients from business owners and those who have successfully retired, to those just starting out.

Our services

Our clients love dealing with our friendly and experienced client support team via email or phone. You will be allocated your own personal office team member who knows your financial situation inside out and works alongside your adviser. Most of our team have worked together and with our clients for over 15 years.

Where to find us
Head office address: Royal Liver Building, Pier Head, Liverpool, L23 7UQ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021

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