About Capital Manor Financial Advisors Limited
Since 2003, when the company was founded, Capital Manor Financial Advisors Limited has focused on providing individual and corporate clients from all walks of life with an exceptional level of service.
Our dedicated advisers can help you make informed decisions about your financial future. We will work with you to build a tailored financial plan based on your financial goals and needs and help you put that plan into action.
Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professional financial advice from people you can trust.
Professional Industry Standards
The RDR (Retail Distribution Review) is a Financial Conduct Authority initiative designed to raise professional industry standards. As the industry adapts to this positive change, Capital Manor Financial Advisors Limited has been at the forefront of implementing these changes. Whatever your financial goals might be, we can help you accumulate, protect and grow your wealth, so that you can enjoy it and pass it on.
Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or contact us for further information.
Capital Manor Financial Advisors Limited aims to provide a comprehensive service that will fulfil all financial needs. We recognise the importance of providing long-term on-going assistance and guidance, and we also have strong relationships with other professional practices such as law firms and accountants to bring about holistic financial solutions.
Advice of the highest quality
At Capital Manor Financial Advisors Limited our highly skilled financial advisers use state of the art technology enabling us to meet all of our client's financial needs both personally and corporately and achieve their objectives in the most cost-effective way.
This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, mortgage, healthcare, or insurance recommendations that we present for consideration are the most appropriate to their individual needs.
Martin Pitkeathly - Director and Principal Financial Adviser
Founder of the business since 2003, Martin started out in financial services in 1992. He has advised clients on investment and pensions for over 25 years and prides himself on maintaining his long standing clients that has helped Capital Manor to become an established local company dealing with clients mainly on a face to face basis.
He has a Level 4 Diploma in Regulated Financial Planning and most recently the CII level 4 award for the pensions update.
Martin is married with grown up children and enjoys most sports and socialising.
Paul Gregory - Director and Principal Financial Adviser
Co-owner of the business, Paul grew up in Caddington and is well known in the local area. Paul joined the company in 2003 and has vast experience and knowledge of Residential, Buy-to-Let and Specialist mortgage lending as well as Investment and Pension advice.
He has a Level 4 Diploma in Regulated Financial Planning as well as Certificate in Financial Planning, Mortgage Advice and Equity Release.
Paul is married with two young children and, in any spare time that he has, he plays a variety of sports and socialises with friends.
Steven Coote - Mortgage Adviser
A Mortgage and Protection Advisor, Steve also grew up in Caddington and is well known in and around the local Villages. Steve has been part of our team since January 2014 and has a great knowledge of the financial services market due to his background in commercial and retail banking.
Steve is CeMAP and RO5 qualified for Mortgage and Protection advice.
He has been with his Partner Sara for the past 13 years and has a young son called Logan. Steve also enjoys socialising and most sports including rugby, football and golf.
Sallyann Hills - Office Manager
Sally Hills has worked at Capital Manor since 2003 and is an associate member of the Beneficial Trust & Will Writing Company who are members of the Institute of Professional Will Writers and The Society of Will Writers and Estate Planning Practitioners who are the country’s leading professional bodies for the will writing industry.
Sally is married with grown up children and grandchildren, enjoys travelling and spending time with her family and friends.
Millie Cox - Mortgage Administrator
Millie Cox joined the team at Capital Manor in 2015 as an Office Administrator and has recently expanded her role by becoming a personal assistant to the mortgage brokers.
Millie was born and brought up in the local area. She enjoys going to the gym, travelling with friends and spending quality time with family.
George Cowley - Trainee Paraplanner
George Cowley joined the company in January 2016, as a Trainee Paraplanner. George recently passed the R01 exam in August 2016 with the view of completing the rest of the series of exams to allow him to become an Adviser.
George enjoys spending time with his family and enjoys golf and football.
Dana Summerfield - Office Administrator
Dana Summerfield is the latest member of the Capital Manor team, joining us as an Office Administrator. Dana enjoys spending time with her family, friends and her two Greyhounds. In her spare time she enjoys doing photography, travelling and watching the latest films at the cinema.
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How we are paid
Capital Manor Financial Advisors Ltd offers you an initial meeting to understand in broad terms, your needs and objectives and to agree with you that our services are right for you going forward. This meeting usually lasts for around one hour, the cost of which is met by our firm.
Thereafter we charge for our advice by way of a fee. You can agree to have our fees deducted from your investment premium(s) prior to its investment.
We will always confirm both verbally and in writing to you the cost of our advice and how and when you will be asked to pay for this. We will ask for your agreement to the cost of our advice and the payment method by asking you to sign our fee agreement.
Generally we will ask you to pay for our services at the end of the advice process.
Please note that if you have paid for our advice by way of a cheque, and you subsequently cancel the policy within the statutory cooling off period, we will not refund the fee received.
No fee will be paid for Life Assurance, Critical Illness, Income Protection, Accident Sickness & Unemployment, Home Insurance, and Private Medical Insurance. We will be paid by commission from the company that has already been included in the premium.
Astons Accountants provide accounting services, including tax and VAT advice, to individuals and small businesses in the Herts, Beds and Bucks area. For more information please visit: http://www.astonsaccountants.co.uk/
Town & Country:
We are a local independent agent specialising in village properties in the Herts, Beds and Bucks area. For more information please visit: http://www.towncountry.uk.net/