Welcome to Capital Financial Services
‘Providing financial planning services to our clients and their families for 40 years’
Welcome to Capital Financial Services
‘Providing financial planning services to our clients and their families for 40 years’
‘Providing financial planning services to our clients and their families for 40 years’
‘Providing financial planning services to our clients and their families for 40 years’
Welcome to Capital Financial Services - For over 40 years, we have been a trusted presence in financial planning, proudly serving individuals and families from our base in Northwood Hills. Our reputation is built on delivering tailored, client-focused advice with a personal touch and our dedicated team brings together over 100 years of combined expertise to support you through every stage of life.
From buying your first home to planning for retirement or managing inheritance tax, we’re here to guide you with clarity and care.
We specialise in Later Life Planning and are proud to be Accredited Members of the Society of Later Life Advisers (SOLLA), the Equity Release Council, and The London Institute of Banking & Finance.
These affiliations reflect our commitment to high standards and informed, ethical advice.
Financial planning can sometimes feel overwhelming, but we believe it doesn’t have to be. Our team combines technical knowledge with a warm, human approach, ensuring every client receives truly personal advice and thoughtful, bespoke solutions.
The majority of our work comes from referrals, something we take great pride in. Whether you're setting financial goals, securing your family's future, or navigating life’s more complex financial decisions, we’re here to support you every step of the way.
With decades of experience and a commitment to putting our clients first, we provide unbiased, personalised advice to help you make informed financial decisions. Whether you're planning for the future, managing your wealth, or protecting your assets, we’re here to guide you every step of the way.
Contact us today to schedule your initial financial review and take the first step towards achieving your financial goals.
We start by conducting a comprehensive personal or business financial review, arranged at a time and place convenient for you. This begins with a broad discussion of your concerns and aspirations, followed by an in-depth analysis of your financial situation.
After the initial review, we carefully assess your needs, goals, and priorities before preparing a detailed financial report. We then meet with you to present our recommendations in clear, straightforward terms, ensuring you fully understand the steps we propose. Together, we’ll set realistic and affordable priorities to help you achieve your financial goals.
We believe in transparency and flexibility when it comes to fees. You can choose a fee-based structure or a commission-based approach, depending on your preference and the type of advice you receive. Whichever option you select, we will always provide a clear and comprehensive breakdown of our charges, ensuring you are fully informed.
“Colin and his team are so helpful and professional and explain everything so clearly. I would have no hesitation in recommending them”
It is never too early to get started on your investment plans. Tell us more about your goals, and as professional financial advisors we will get you started on a plan to achieve them.
Capital Financial Services Argyle House Third Floor, Suite 3K Joel Street, Northwood Hills, Middlesex, HA6 1NW
Open today | 09:00 – 17:00 |