Financial Consultants
Capelin Financial Management Limited
Capelin Financial Management Limited is a financial consultancy firm based in Solihull, England. They provide a range of financial services to their clients, including financial planning, investment management, and retirement planning. With a team of experienced financial consultants, Capelin Financial Management Limited is committed to helping their clients achieve their financial goals and secure their financial future.
Introduction to Capelin Financial Management Limited
Capelin Financial Management Limited is a financial consulting company in Solihull, England. The company has been providing financial services for over 20 years, assisting clients in achieving their financial goals. What makes Capelin Financial Management Limited unique is their personalized approach to financial consulting. They understand that each client has unique financial circumstances and tailor their services to meet their clients' specific needs.Services & Products
Capelin Financial Management Limited offers a range of financial services, including retirement planning, investment management, tax planning, and estate planning. They work with individuals, families, and businesses to create customized financial plans that meet their specific goals and needs. Clients can also purchase financial products such as life insurance and annuities through Capelin Financial Management Limited.Location
Capelin Financial Management Limited is located in the Knowle area of Solihull, United Kingdom. The area is known for its quaint village feel, with many independent shops and small businesses. Customers can expect to experience a friendly and welcoming atmosphere in the area. The closest public transportation options to Capelin Financial Management Limited are the Knowle Railway Station, which is 1.2 miles away, the Dorridge Railway Station, which is 2.3 miles away, and the Solihull Railway Station, which is 3.3 miles away.Benefits
Customers should choose Capelin Financial Management Limited because of the company's personalized approach to financial consulting. The team of experienced financial consultants takes the time to understand their clients' unique financial circumstances and creates customized financial plans to meet their specific needs. Capelin Financial Management Limited is also committed to providing excellent customer service and building long-term relationships with their clients.Good to Know
Customers should be aware that Capelin Financial Management Limited is a fee-based company, which means that they charge a fee for their services rather than earning commissions from financial products they sell. This ensures that their advice is unbiased and in the best interest of their clients.Reviews
Customers have given Capelin Financial Management Limited positive reviews, praising the team's professionalism, expertise, and personalized approach to financial consulting. Clients appreciate the customized financial plans that are tailored to their specific needs and goals. Overall, Capelin Financial Management Limited is a highly recommended financial consulting company in Solihull.Amenities
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wi-fi -
meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a range of financial services including investment management, retirement planning, tax planning, and estate planning.What experience do your financial consultants have?
Our financial consultants have years of experience in the industry and hold relevant qualifications such as the Chartered Financial Planner (CFP) designation.How do you charge for your services?
We charge based on a percentage of assets under management, and our fees are transparent and clearly outlined in our client agreements.Can you provide references or case studies of your past clients?
Yes, we can provide references and case studies of our past clients upon request. We are proud of the relationships we have built with our clients and the results we have achieved for them.How will you tailor your services to meet my specific financial goals and needs?
We take a personalized approach to each client and work closely with them to understand their unique financial situation and goals. From there, we develop and implement a customized financial plan that is tailored to their specific needs and objectives.Reviews
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Jon Brookes
I highly qualified and professional operation providing outstanding service and advice.
17-03-2023
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prit kara
Terrible service, time wasters
17-06-2022
