Finance Brokers

Capricorn Wealth Management

Capricorn Wealth Management is a financial services company located in London, England. They specialize in providing brokerage services for individuals and businesses seeking financial guidance. With a focus on personalized attention and expert advice, Capricorn Wealth Management is dedicated to helping clients achieve their financial goals. Their services include investment management, retirement planning, and wealth preservation. As experienced finance brokers, they are committed to delivering exceptional service and building long-term relationships with their clients.

Introduction to Capricorn Wealth Management

Capricorn Wealth Management is a financial services company located in London, England. Founded in 2005, the company has a rich history of providing top-notch financial advice and personalized service to their clients. With a team of experienced finance brokers, Capricorn Wealth Management is dedicated to helping individuals and businesses achieve their financial goals.

Services & Products

Capricorn Wealth Management offers a range of financial services to meet the needs of their clients. These services include investment management, retirement planning, tax planning, and estate planning. In addition, the company offers insurance services, including life, health, and disability insurance.

Location

Capricorn Wealth Management is located in the heart of London, on Queen Caroline Street. The area is known for its bustling business district and is home to a wide variety of businesses, from financial services firms to restaurants and cafes. The company is easily accessible by public transportation, with the Hammersmith Tube Station, the Hammersmith Bus Station, and the Ravenscourt Park Tube Station all located within a half-mile of the office.

Benefits

Customers should choose Capricorn Wealth Management for their financial needs because of the company's commitment to personalized service and attention to detail. The team of finance brokers is dedicated to working closely with each client to understand their unique financial goals and create a customized plan to achieve those goals. With a focus on long-term relationships, Capricorn Wealth Management is invested in the success of their clients.

Good to Know

Customers should be aware that Capricorn Wealth Management is a fee-based financial services company. This means that the company charges a fee for their services, rather than receiving commissions on products sold. This fee structure ensures that the team is working in the best interests of their clients, rather than pushing products for personal gain.

Reviews

Customers rave about the personalized service and attention to detail provided by the team at Capricorn Wealth Management. Many clients have commented on the team's ability to create customized financial plans that meet their specific needs and goals. Overall, customers feel confident and secure in their financial future when working with Capricorn Wealth Management.

Amenities

computer
internet access
meeting room
private office
financial advice
investment advice
insurance advice
tax advice
financial planning
investment planning
insurance planning
tax planning

FAQ

What types of financial products and services do you offer to customers?

We offer a range of financial products and services to our customers, including wealth management, investment advice, retirement planning, and insurance solutions. We work closely with our clients to understand their financial goals and provide tailored solutions to meet their specific needs.

What is your level of experience in the finance industry?

As a finance brokerage firm, we have a team of experienced professionals who have been working in the finance industry for many years. We are committed to staying up-to-date with the latest financial trends and regulations, and we continuously strive to improve our knowledge and expertise.

Can you provide examples of successful financial solutions you have provided to past clients?

We have helped many clients achieve their financial goals over the years, and we are proud of the successful solutions we have provided. Some examples include creating a retirement plan that allowed a client to retire comfortably, helping a client invest in a profitable property, and providing insurance solutions that protected a client's assets.

What fees and charges can customers expect when using your services?

Our fees and charges vary depending on the type of service we are providing and the complexity of the client's financial situation. We are transparent about our fees and charges, and we provide a full breakdown of costs before any services are provided. We believe in fair and reasonable pricing and strive to ensure our clients receive value for money.

How do you ensure transparency and compliance in your financial dealings with clients?

We take transparency and compliance very seriously in all our financial dealings with clients. We adhere to all relevant regulations and laws, and we have strict policies and procedures in place to ensure compliance. We also provide clear and concise information to our clients and ensure they understand all aspects of our services before making any financial decisions.

Reviews

Qi Zhang

Very professional service. Armani is helpful throughout the process. I had to change the property purchased and extend the mortgage offer. All is done in a fast and professional manner. Really appreciate the service provided!

27-05-2023
Kyle Matheson

Very impressed with the level of service, in particular, Armani Simpson, who was incredibly professional and extremely proactive. The speed at which the mortgage was secured was a pleasant surprise and the rate was lower than I could find anywhere else. Strongly recommend and I will most certainly use them next time

25-05-2023
Lucy Shimwell

Highly recommend Capricorn financial if you need an outstanding mortgage broker. Aaron Smith was so helpful, reliable and trustworthy. He was always accessible and made the whole process really easy, for a very reasonable fee. Will definitely go with them again in the future.

24-05-2023
Yanfei Chen

Thank you again Anthony for our 3rd Mortgage application this time! ============ I am writing to thank you for your recent work in securing me a mortgage within such a very strict timescale dictated by my situation. It was my second time working with Anthony Rogers. Again, the entire application process was a very good experience, even my application was complicated. Both Anthony and Nikita were extremely professional and helpful throughout the process. Taking time to understand my particular situation, circumstances and background in order to help me get a product that best suit my needs. Thank you again for all your support & help over the months, especially during this difficult pandemic period. I would highly recommend this firm to any of my friends looking for a mortgage broker.

23-05-2023
Kev Griffith

Excellent service throughout, extremely easy to deal with and always went above and beyond, highly recommend.

21-05-2023
Ayse Epikman

Ross Culley at Capricorn has been great. He has been easy to get in touch and very responsive to questions. He has made sure we get the best offer out there to meet our needs. Highly recommend working with Ross Culley and Capricorn.

21-05-2023
James Eckhoff

Mason was excellent at every step.

21-05-2023
steve codner

I’ve dealt with Thomas Broughton on a number of occasions now, and I found him wonderful to deal with, especially very efficient and informative. I would highly recommend him and the company.

14-05-2023
David Miller

Pedro was very helpful, smooth process for mortgage application. A*

14-05-2023
cartwrightte

Armani was a genuine pleasure to work with - highly responsive, informative, and helpful. Would strongly recommend using Capricorn as a mortgage broker.

07-05-2023