March 2024 by Alison Green
I was introduced to Capstone many years ago, via a previous financial adviser. Matt Rhodes has been my adviser for several years and my hard-earned money has been very well managed, largely thanks to his expertise. The quality, quantity and range of information he provides has always been excellent. Most importantly, Matt has taken great pains to understand who I am as a person and what sort of life goals I want my savings to help me achieve. Now in retirement, I am profoundly grateful for the additional financial security my investments provide and for Matt's continuing advice that helps me to decide whether and when to access my savings. I have lately experienced the most stressful few years of my life and am especially grateful for Matt?s expertise, wisdom and outstanding humanity in supporting me through extreme financial challenge. He responded calmly to my panicked questions and promptly to my urgent requests for specific information. He was empathetic and respectful and unfailingly kind. I honestly do not know how I would have managed without him. I now look forward to his continuing advice and guidance in, hopefully, calmer times.
January 2024 by David Telford
Alan is very thorough and helpful when explaining information. Thank you!
January 2024 by Mark O'Shaughnessy
Really friendly experience, I was taken through the process at a pace which allowed me to digest and understand the information I received.
October 2023 by ian bowles
Really helpful service and they fully understood what I wanted to do and also advised and helped me to create a legacy trust.Highly recommended.
October 2023 by Darren Tipping
Great service from Alan and the Capstone team very professional.
September 2023 by Janice Knowles
Met Gary Morgan and offered tremendous advice. Very imprssive knowledge of financial and wealth management issues and put in easily understood language. I would have no hesitation in recommending Gary.
August 2023 by Richard Taylor
Excellent service and advice from Alan and the Capstone Financial team - would highly recommend.
June 2023 by Rebecca Bayne
Really happy with the in depth help from Matt and the team at Capstone. Especially with dealing with my pension options. Great service.
April 2023 by Livi Leacock
I have had a few face to face meetings with Alan, discussing pensions and investments. I have found Alan very professional and knowledgeable and i am very happy with the service i have received. Alan has taken the time to arrange meetings around my busy schedule and i would highly recommend him to anyone looking for advise / help in their financial affairs.
March 2023 by Matt Fairbrother
Having been introduced to Capstone through my employer, I was contacted by Alan Worthington and quickly arranged a meeting to review my finances and plan for the future. Meeting Alan in person it quickly became obvious how knowledgeable he is and how he could guide myself and my family to make the most of our resources. Alan has a very professional, yet easy going, manner and the service provided to me was superb from the initial advice to using Capstone?s financial products. He discussed the different options available to me and helped me to decide the best route I could take.I would definitely recommend Alan and Capstone to anyone seeking to enhance their Financial Wellbeing.
January 2023 by CHARLOTTE EVANS
I had a very beneficial consultation with Alan, leaving me much more confident and informed on how i needed to manage my finances and plan for a comfortable retirement. Highly recommended.
November 2021 by Simon Grimley
Richard has helped put steps in place to both help protect our business and family both now and in the future. Capstone have helped us navigate the unknown around all areas of financial security and helped advise our employee's when needed. In all a fantastic go to solution for financial advise.
November 2021 by Angela Houghton
I have taken pension advice from Richard Goodier for many years and have always found him to be extremely professional, highly competent and easy to talk to, nothing is ever too much trouble, for these reasons Richard earns my highest endorsement.
November 2021 by Mike Standring
Richard Goodier has been advising me on my financial matters for over 20 years and he's always been professional and knowledgeable. I would highly recommend his services to anyone seeking financial advice.
November 2021 by Garry Gormley
I would Highly recommend Capstone Financial and specifically Senior IFA, Joshua Jones - very thorough and sound advice given with regular updates on my investments and it's performance, particularly supportive during the lockdowns with great communication and proactive money management to ensure my investments were protected.
