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Client Testimonials

  • Colin & Chrissy were extremely helpful in assisting us in arranging our first mortgage. As daunted first time buyers who knew nothing about the process, it made things much easier having them there along the way to answer questions, arrange everything we needed and deal with much of the paperwork on our behalf. They always got back to us promptly and took the time to explain what we needed to do and why. They made the process so much easier for us, so many thanks to them both! We wouldn't hesitate to recommend their services.

    Mrs P. M
  • Colin and the team at CFS arranged our mortgage and life cover. They did an excellent job of talking us through the different options available and explained everything thoroughly, so we fully understood our obligations before proceeding. They were courteous and helpful at all times and we will definitely use them again.

    Mortgage client
  • We didn’t fully understand the implications of Inheritance tax, which Colin explained to our family in an easy to understand manner. As a result, we are now secure in the knowledge that the family estate is protected.

    IHT client
  • After the birth of our first child, we decided to review our finances and contacted Capital Finances Services for independent advice. They were brilliant in advising us on what our priorities should be. It really put everything into perspective and has made us much more aware of our finances. We started with protection plans for our family and are about to make some ISA investments. The fact that the advice was independent really made a difference as the options are much greater and we are comfortable that we have the right plans in place for our needs.

    Protection client

Meet The Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

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    01923 842282

    Colin Baldock

    Principal

    Colin has been involved in Financial Services all of his working life having worked for a major Bank,  Insurance Company and Building Society.

    He set up as an Independent Financial Adviser in 1985 and although Colin does not tend to specialise in any one particular area of business, the largest portion of his business has an Investment, Pension and Inheritance Tax Planning bias. Other...

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    01923 842282

    Colin Devereux

    Consultant Paraplanner

    Colin Devereux has been working in the Financial Services industry since he left school in the summer of 1979. He has experience of working in major life assurance providers and has been an Independent Financial Adviser.

    Colin is qualified to Diploma status and wants to reach Chartered status within 2 years. His hobbies include Gold and Cycling and he is an enthusiastic armchair...

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    01923 842282

    Pete Harvey

    Compliance

    With over 40 years Financial Services Experience Pete initially worked as a Financial Adviser but has spent the past 15 years as part of a compliance Team within a network.

    He works closely with Colin and the team, providing expert compliance support and specialises in Mortgage and Protection advice.

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    01923 842282

    Chrissy Fajardo

    Administrator

    Chrissy has been in Financial Services for 23 years and her wealth of experience and knowledge of systems allows her to deal efficiently with all the administrative and office tasks. Chrissy liaises with all our clients, insurance companies and product providers.

    She will arrange Financial Review appointments when required and will always ensure that your affairs are dealt with in a...

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    01923 842282

    Tracey James

    Marketing

    Tracey has over 25 years experience in Financial Services, during which time she has gained the Full Financial Planning and Mortgage Qualifications. She has worked closely with High Net Worth and large Corporate Clients.

    The last 10 years has been spent in Business Support and Development and she works with Colin to ensure clients are kept informed of changes in Financial Legislation,...