There are times when it can prove difficult to establish your true financial needs, which is why, with collective experience of over 30 years, our Team of Advisers provide advice in a friendly and understandable manner.
Our business has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us as individuals for over 20 years and throughout this period we've developed many good friendships.
Capital Manor Financial Advisors Limited offer both personal and corporate advice on a whole range of financial services including the following:
Retirement and pension planning
Investing for capital growth or income
School fees planning
Tax planning and mitigation*
Protection against critical illness
Will writing service
Private medical insurance*
Family protection life assurance
Property portfolio services
Buildings & Contents Insurance
Land Lord Insurance
Employee benefits implementation and management
Flexible employee benefits menu systems
Group and executive Pension schemes
Group income protection
Group Private Medical Insurance
Group death-in-service and dependants benefit schemes
Partnership and directors share protection
Key person business protection
Advice for your employees if required
*The Financial Conduct Authority (FCA) does not regulate all of these products and services
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.
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.