Specialists in Later Life Financial Planning - SOLLA Accredited
Specialists in Later Life Financial Planning - SOLLA Accredited
For over 40 years, we have been a trusted presence in financial planning, proudly serving individuals and families from our office in Northwood Hills. Our reputation is built on delivering tailored, client-focused advice with a personal touch.
Our knowledgeable and friendly 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, plus we are proud to be the only SOLLA accredited advisers in the borough of Hillingdon.
These affiliations reflect our commitment to high standards and informed, ethical advice.
Financial planning can sometimes feel overwhelming, but it doesn’t have to be. The team work directly with you to ensure you fully understand the process from start to finish, we are hands on - so you receive truly personal and bespoke advice, tailored to your needs and circumstances.
The majority of our work comes from referrals which is something we take great pride in.
So, whether you are setting financial goals for this year, securing your family's future, or navigating life’s more complex financial decisions, we are 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 always begin our discussion with a personal or business financial review, scheduled at a time and place that suits you. Our first conversation is all about you and your family, your concerns, goals, and aspirations, before we take a closer look at your financial situation.
From there, we carefully consider your needs, priorities, and objectives to create a clear and detailed financial plan, that works for you. We will then meet with you to go through our recommendations in plain, easy-to-understand language, making sure you feel confident about the steps ahead.
Together, we will set realistic, achievable priorities so you can work towards your financial goals with clarity and peace of mind.
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.
After interviewing four different SOLLA advisers, chose Colin at Capital FS to assist with equity release for my mother - felt like a good fit for the skills needed and with personality and so it proved. All done at a distance for me, but he and his colleagues were always helpful, friendly and efficient in sorting out this complex, lengthy and at times scary process. Always knowledgeable and prompt in replies. Although the ER did not complete due to my mother's death just before the planned date, no regrets as we would have needed the money otherwise for her care. No hesitation in recommending Capital to others.
We always love to see clients in person and you are welcome to visit us at our office in Northwood Hills. We are a 1 minute walk from the Metropolitan tube line station or there is pay and display parking available outside the office.
Capital Financial Services Argyle House Third Floor, Suite 3K Joel Street, Northwood Hills, Middlesex, HA6 1NW
Open today | 09:00 – 17:00 |