Capital Management Financial Services
Capital Management Financial Services originally started in 1991. A family business providing Impartial Advice to families and individuals as well as businesses on various products; such as, equity release, life cover, mortgages, home insurance.
We respect our client's needs and requirements by providing an individual service. Every client is different and requires advice at the different stages of their lives. So our advice is based on an ongoing long term plan to achieve the results our client requires. The first meeting will be the first of hopefully many.
Capital Management offers a free no obligation first appointment which is arranged at a mutually convenient time at the client's home or workplace or a discussion over the telephone, so that we can ascertain the client's current needs and long term objectives. Please see the Our Fees section of this website for details of our charges
By providing a good service our business grows because our clients refer us to their friends and family. Trust is very important to our clients and creating a long term partnership.
Terry Moore
CeMAP, CeRERPrincipal of Capital Management Financial Services
Terry Moore has been in Financial Services for over 25 years. Since 1999 he has specialised in Equity Release. He is a fully qualified and authorised adviser.
He also provides advice and arranges House Purchase for First-Time buyers, Home movers, Buy to Let, Re-mortgages. Protection plans and Home Insurance policies (Building & Contents).
Contact
Telephone: 07515 901 847
Email: info@cm-fs.co.uk