Capital Manor Financial Advisors Limited provides financial advice to both individuals and businesses on a fee basis, our first consultation is usually free. The relationship that we build with our clients is underpinned by our commitment to ensure that their long-term financial goals are achieved.
Initial meeting and review - We undertake a comprehensive financial review of your (or your business) circumstances and financial objectives taking account of any existing arrangements. 2. Needs and goal setting - We will analyse your needs and goals in great depth to ensure that your financial lifestyle and, if applicable, business plan is designed to meet these.
Initial meeting and review - We undertake a comprehensive financial review of your (or your business) circumstances and financial objectives taking account of any existing arrangements. 2. Needs and goal setting - We will analyse your needs and goals in great depth to ensure that your financial lifestyle and, if applicable, business plan is designed to meet these.
Services
There are times when it can prove difficult to establish your true financial needs, which is why, with collective experience of over 30 years, our Team of Advisers provide advice in a friendly and understandable manner. Our business has been built based on honesty, reliability and an excellent service.
Dear Steve and Millie, we just wanted to say a big Thank you for helping us get our dream home! We really appreciate all your calls and updates to support us through the process. Steve was brilliant and was always on hand to help and provide advice along the way. He made the whole process as simple for us as possible and we would thoroughly recommend him to anyone looking to keep the process simple and ensure that they are getting the best deal.
This allows you to view all your online accounts on a single website. This could include your current account, savings and investments, mortgage, credit cards, personal loans, and reward schemes such as supermarket reward points or Air Miles. It may be provided by a financial institution (who you may already hold an account with) or through a website not owned by a financial institution.
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.'
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