“I have used Capstone Financial for over five years. As a surgeon, with very little free time, they have provided excellent support and advice. My previous financial adviser couldn’t provide the detailed support I needed to understand the complexities of my NHS pension, and this caused me several issues. With the Capstone medical team, I have been able to address my concerns on annual allowance tax charges and do the correct planning required. They also helped check my NHS Pension record and a number of errors were corrected with significant financial benefit. Working with my adviser I have been able to plan for my retirement so I know when I will be able to retire and with what income. I also moved my private pension to them with far greater returns.”
Professor Jeremy Wilson PhD, FRCS, Consultant Colorectal Surgeon, WUTH NHS Foundation Trust
Past performance is not indicative of future performance.
“Matt have gave me a great deal of assistance during the process of selling my practice, introducing dental-specific solicitors and forwarded planning with my NHS pension. He has always put my interests first by giving sound and trustworthy advice. The service and support have always been exceptional. I would not hesitate in recommending him to anyone.”
Anant Patel, Dental Practice Owner
“He provided a very thorough investigation of my financial position and offered a very detailed report. As a result of this, I have been able to make investments that are personally suited to my needs. I am extremely satisfied with the service and look forward to continued support. I am pleased to recommend himto anyone.”
Mike Simpson, Dental Practice Owner and Chair of the South Cheshire Local Dental Committee
“When it comes to your finances, Matt is able to stand back and see the big picture and this is the skill; he is then able to focus on the detail to optimise that picture. He saved me a fortune on my mortgage, guided me through the minefield of private and NHS pensions and continues to reduce that burden. I wish I had met him years ago, he is an excellent financial adviser.”
Nick Cooper, Dental Practice Owner and DFT Programme Director
“Rob Beck has excellent people skills and is extremely knowledgeable about the NHS and private pensions. He is always open and honest about costs and any figures or calculations that are uncertain and that could change. Nothing is too much trouble or too difficult for him. I have worked with several financial advisors before and not found anyone of the calibre of Rob. I would strongly recommend him.”
Annie – Consultant Psychiatrist, NHS
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