Capital Manor IFA Ltd is a firm of independent financial advisers specialising in the management of investment portfolios and pensions.
Capital Manor IFA Ltd have been helping clients navigate complex financial markets since March 2003 and from those very early days our business has evolved primarily through client recommendations.
From our main office based in Manor Road, Caddington, Luton, Bedfordshire we provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our client's wealth and sense of well-being.
Our qualified advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer. Directors, Martin Pitkeathly and Des Lee, have been in the Financial Services Industry since early 1992 initially working for the home service company, Pearl Assurance. It is because of this background that Capital Manor IFA Ltd has incorporated many of the positive traits of Home Service and embedded them in our proposition today. Many of Capital Manor's existing clients are the clients that they built relationships with at Pearl and they have chosen to continued their relationship with us at Capital Manor IFA Ltd.
At Capital Manor IFA Ltd our highly skilled adviser's 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, healthcare, or insurance recommendations that we present for consideration are the most appropriate to their individual needs.
In other words, recommendations that are totally in our client's interests - not someone else's.
Our initial meeting is usually without charge after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our client's requirements.
With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service.
We then prepare and analyse recommendations, assessing benefits against cost.
Our final proposals are well-researched and constructed on the basis of what's best for our clients and nobody else.
And of course, we are prepared to work alongside our client's Accountants and Solicitors.
We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.
Capital Manor IFA Ltd focus on flexibility, offer a wide range of investment options and different price structures to choose from.
To read more about our approach please click here.
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