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Welcome to Capital Managers Financial Planning Ltd

Capital Managers Financial Planning Ltd is a firm of Independent Financial Planners based in Berkeley Street in Glasgow.

We offer a comprehensive financial planning service to a range of private individuals, companies, trusts and charities.

We provide a total wealth management solution encompassing all aspects of financial planning including tax, investment, pension and protection solutions.

In addition, our dedicated mortgage department provides a full range of independent advice on borrowings and refinancing.

We believe the strength of Capital Managers comes from the experience, expertise and advanced qualifications held by our Partners, Advisers and Support Staff.

Our individual areas of expertise combined with the concise implementation of a team help deliver an holistic financial planning solution for all your needs.

 

The value of investments and the income derived from them can fall as well as rise.  You may not get back what you invest.

The Financial Conduct Authority do regulate tax planning.