OUR

SERVICES

There are times when it can prove difficult to establish your true financial needs, which is why, with collective experience of over 46 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 IFA Ltd offer both personal and corporate advice on a whole range of financial services including the following:

Personal

Retirement and pension planning
Investing for capital growth or income
School fees planning
Tax planning and mitigation*
Protection against critical illness
Income protection
Inheritance planning
Long-term care
Private medical insurance*
Family protection life assurance

Corporate

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 Services Authority (FSA) does not regulate all of these products and services

01582 414514

info@capitalmanor.co.uk