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’
About Us
Financial Advisers based in Northwood Hills, Middlesex
Welcome to Capital Financial Services, a trusted name in financial planning for over 40 years. Based in Northwood Hills, we’ve built our reputation by providing tailored, client-focused advice and support. Our dedicated team, with over a century of combined experience, is committed to guiding you through every aspect of your financial journey, from buying your first home to retirement planning to inheritance tax advice.
We are specialists in the Later Life Planning Market and are proud Accredited members of the Society of Later Life Advisers (SOLLA) the Equity Release Council and The London Institute of Banking and Finance.
We know that navigating the complexities of financial planning can at times be daunting, but our dedicated team bring together deep expertise and genuine care, ensuring that each client receives personal attention and bespoke solutions. We are a fully independent advisory firm so we are not tied to any particular product or company -our research and advice covers the whole market, so we can deliver the best solutions according to your needs.
We are proud that the majority of our work comes from referrals by satisfied clients and respected professional partners. Whether you’re setting financial goals, securing your family’s future, or navigating complex financial decisions, we’re here to help you every step of the way.
Our Accreditations
Why use Capital Financial Services
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 combine decades of experience with a personalised approach.'
'We combine decades of experience with a personalised approach.'
'We combine decades of experience with a personalised approach.'
'We combine decades of experience with a personalised approach.'
'We combine decades of experience with a personalised approach.'
'We combine decades of experience with a personalised approach.'
How We Work
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.
Transparent Fees
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.
5* review Mrs W – Ruislip
“Colin and his team are so helpful and professional and explain everything so clearly. I would have no hesitation in recommending them”
Contact Us
Better yet, see us in person!
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Capital Financial Services
Capital Financial Services Argyle House Third Floor, Suite 3K Joel Street, Northwood Hills, Middlesex, HA6 1NW
Hours
Open today | 09:00 – 17:00 |