Capstone Financial

120 Bark Street, Bolton BL1 2AX

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5 28

Hours open

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Hours open

Monday:

9:00 AM - 5:00 PM

Tuesday:

9:00 AM - 5:00 PM

Wednesday:

9:00 AM - 5:00 PM

Thursday:

9:00 AM - 5:00 PM

Friday:

9:00 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

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Location & Phone number

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120 Bark Street, Bolton BL1 2AX, United Kingdom

1204 366300

capstone-financial.co.uk

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About the Business

Welcome to Capstone Financial, a premier establishment located on the 6th Floor of 120 Bark St in Bolton, United Kingdom. Our finance institution is dedicated to providing our clients with the highest quality of service, ensuring that all of their financial needs are met.

At Capstone Financial, we understand that financial planning can be a daunting and complex task, which is why we provide our clients with the personalized guidance and support they need to make informed decisions. Our team of highly experienced professionals is committed to helping our clients reach their financial goals, whether it's securing a loan, managing their investments, or planning for retirement.

We take great pride in being a trusted point of interest for our clients, providing them with comprehensive financial solutions that are tailored to their unique needs and circumstances. Our focus is always on putting our clients first, and we work hard to build lasting relationships with them based on trust, transparency, and mutual respect.

Whether you're an individual looking to manage your personal finances or a business seeking expert financial advice, Capstone Financial is here to help. Visit us today at our convenient location on Bark St in Bolton and discover why we're the go-to establishment for all of your finance needs.

Reviews

Gordon Aitkenhead:

"Moving Financial Adviser provider is a big decision and not made very often. On reflection Tom and the team made my recent decision and process very professional, efficient and communicated in a way to ensure I fully understood each step. I would encourage anyone to approach Tom or the team to see how Capstone can support their current and future financial planning. A great firm to deal with, thanks so much again."

almost 3 years ago

Sam Pearce:

"I first met Debbie through the financial wellbeing webinar she did for my company. It was very good to educate around how investments and pensions all work as I didn’t really know what I was doing with my previous work pensions. Debbie was fantastic talking through my circumstances, explaining everything in an open and approachable manor and explained all my financial options. Knowing I am able to talk to somebody face to face was immensely valuable and really helped to build trust. I would definitely recommend Debbie and Capstone Financial."

almost 3 years ago

Malcolm Dobson - Francis Searchlights Ltd:

"Capstone Financial have proved to be a very professional, transparent and responsive organisation. Having created a pretty sizeable pension fund, I felt that it was imperative that I choose a Pension partner who is informative, attentive and trustworthy. Capstone have ticked all the boxes throughout my Pension transfer. Alan Worthington and Gary Morgan have both been superb throughout."

almost 3 years ago

Shirley Evans:

"I was recommended to see Debbie Newman about my pensions which I have been putting off sorting for years feeling overwhelmed with what I had, all my options and if I would have enough to even retire. Debbie didn’t disappoint, making what I thought was complicated, understandable and less daunting. She spent time to really get to know me and my future goals, she was friendly and very knowledgeable. I now feel confident with the plan we have put together and wish I had met her much sooner. I would definitely recommend Debbie and Capstone Financial for anyone looking for financial advice."

almost 3 years ago

Geoff Toone:

"Alan Worthington took over the running of both my company and private pensions after my original adviser retired. He has continued the excellent work of the original adviser, and the outcome has exceeded what I was hoping for. We have an annual review of the pension, where Alan explains everything in detail, and I can contact Alan if and whenever I need to, which I think is very important. Alan has exceeded my expectations and I am very pleased with the service he has provided."

almost 4 years ago

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