Private Client Services
The foundation of the services that Capital Manor Financial Advisors Limited provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.
Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.
Capital Manor Financial Advisors Limited has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.
Private Client Advice
Pension planning (including flexible drawdown)
Tax planning strategies
Life and health insurance
School fees planning
Capital Manor Financial Advisors Limited understands that protecting our client's wealth from inheritance tax requires tailored, careful planning. We offer comprehensive advice about how to take advantage of the most tax-efficient and effective strategies to manage and protect our clients estates.
The Financial Conduct Authority does not regulate taxation or trust advice.
Corporate client services
Capital Manor Financial Advisors Limited primarily provides business owners in and around Bedfordshire, Hertfordshire and Buckinghamshire with corporate financial planning advice; however we also service both domestic and international businesses. In addition to the corporate financial planning advice, we also look after personal financial affairs. We work in conjunction with other professional advisers that assist our clients businesses, including Accountants or Solicitors.