Looking for the right Independent Financial Adviser can be a complicated and daunting process. Offering a different, yet professional service is essential in today's cluttered market. Using the web to its full potential, all of our clients get an online view of their financial portfolios and can use this website as an additional communication tool direct to their financial adviser.
We believe that websites can't advise people on their financial futures, nor should they. When dealing with people's finances a personal touch is necessary, giving the chance to both identify and evaluate your own personal needs.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 17 Lawton Road, Stoke on Trent, ST7 2AA
01270883778
Business Name
Capey & Co Financial Planning
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