Our approach

t: 01582 414514

Capital Manor Financial Advisors Limited provides financial advice to both individuals and businesses on a fee basis, our first consultation is usually free.

The relationship that we build with our clients is underpinned by our commitment to ensure that their long-term financial goals are achieved.

We believe it is important to have a disciplined approach towards developing a successful financial planning strategy and follow this process:

1. Initial meeting and review - We undertake a comprehensive financial review of your (or your business) circumstances and financial objectives taking account of any existing arrangements.

2. Needs and goal setting - We will analyse your needs and goals in great depth to ensure that your financial lifestyle and, if applicable, business plan is designed to meet these.

3. Analysis and research - We will undertake thorough analysis and research to tailor an individual solution to your needs and goals.

4. Presenting a financial plan and recommendations - We will present you with a comprehensive financial report to be discussed and refined as required.

5. Implementation - We will discuss the appropriate ongoing plan with you designed to ensure the successful delivery of goals.

6. Forward planned regular reviews - We will diarise reviews in advance (normally annually) to ensure the financial planning we have put in place is refined and keeps pace with any change in circumstances.

This process has to be underpinned by a joint commitment from both Capital Manor Financial Advisors Limited and our clients in order to ensure the successful completion of their financial goals.

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Get in touch

Capital Manor Financial Advisors Limited
17 Manor Road
Caddington
Luton
Bedfordshire LU1 4EE

General Line: 01582 414514
Mortgage Line: 01582 414636
Email: info@capitalmanor.co.uk

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Capital Manor Financial Advisors Ltd is an Appointed Representative of Lyncombe Consultants Ltd which is authorised and regulated by the Financial Conduct Authority. Capital Manor Financial Advisors Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference number 223967.

Capital Manor Financial Advisors Ltd is registered in England & Wales No: 4692802. Registered address: Grove House, 1 Grove Place, Bedford, MK40 3JJ.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.