Capstone Financial

We did it…..excited to announce that last night we won Best Financial Adviser at this year’s The Talk of Manchester Business Awards! 🏆🥇   These awards champion and recognise businesses and talent across the local Manchester community. We are honoured to have won this award again, reflecting our continued commitment to always provide the highest levels of service to our clients. Thank you to everyone who took time to vote for us, we really appreciate the continued support from our clients and professional contacts.   Well done to all other winners during the evening and all those that were shortlisted. It was great to be surrounded by other brilliant local businesses.   #BestFiancialAdviser #Winner #TalkOfManchesterBusinessAwardsWinner #TOMsAwards #CapstoneFinancial #TeamCapstone 

Last night we had the pleasure of hosting a room full of business owners at the newly opened Ivy Brasserie in Liverpool for our Practical Tax Saving Opportunities for Business Owners event. Daniel Salisbury and Daniel Healey delivered an engaging presentation on how to be more tax efficient and grow your wealth as a business owner along with valuable insights regarding the recent Autumn Budget. A big thank you to everyone who joined us, it was great to see so many business owners come together and hear ideas and questions from so many likeminded individuals. And thank you to The Ivy Collection for an incredible dining experience. #BusinessOwners #FinancialPlanning #Event

What an amazing evening! Thank you to all our team and their partners who came to celebrate Capstone Financials’ 10th Birthday, last Friday. It’s always fantastic getting the team together and this time it was extra special. Thank you to El Gato Negro Tapas for hosting us with fabulous food and cocktails. Wilde and Whimsical Events did a brilliant job with the decorations too. We spoke about some of the highlights over the past 10 years and made a surprise announcement on our support team member and adviser of the year. Well done Liam and Joel. We also recognised those employees who have been with us over 3 and 5 years, with additional days holidays and gift vouchers. Thank you for all your support. A memorable night that reminds us what a fabulous team of people we have.

Should I stay or should I go now? Following the recent Budget, businesses valued at under £1million still have the opportunity to investigate selling before April 2025. This could be a golden opportunity for some businesses to focus on growth. This article unpacks some of the key decisions business owners may want to consider in light of these changes: https://lnkd.in/e-MgEc5t #BusinessPlanning #FinancialPlanning

Happy International Men’s Day! Today we celebrate the men who inspire and support us every day. This year’s theme is the power of #PositiveMaleRoleModels and we’re proud to celebrate the male role models in our business. Their impact reaches beyond the workplace, setting the bar high and inspiring everyone around them. #IMD #InterationalMensDay

We are proud to announce we have now become members of the Altrincham & Sale Chamber of Commerce. Capstone Financial is committed to supporting local business owners in Altrincham and Sale so this partnership is a key focus for us. Thank you to Sue Aldridge for welcoming us to such a vibrant and collaborative group. We look forward to getting involved more in 2025. If any existing members would like to reach out and arrange a coffee please feel free to send us a message. 

Capstone Financial are thrilled to once again be sponsoring this year’s Altrincham Christmas Light Switch On Event. On Saturday 23rd November, Olympic champion Dame Laura Kenny will take to the stage on Regent Road to switch on the lights and officially kick off Christmas in Altrincham. We’re looking forward to joining in with the celebrations and hope to see friends and clients there. More information about the Lights Switch On can be found here: https://lnkd.in/e4aKbAVH #Altrincham #VisitAltrincham #Christmaslights #ChristmasLightSwitchOn #FinancialPlanningAltrincham

Our latest edition of the Investor Magazine is available to read! In this edition you can find articles that range from realising your dream retirement, tips on investing effectively and understanding the true benefits of receiving financial advice. You can also find our 7 key ways to keep improving your financial knowledge. Click here to read and download the latest issue of The Investor Magazine: https://lnkd.in/emKMvRSZ #TheInvestor #FinancialPlanning #FinancialAdvice  

As we close out #TalkMoneyWeek, were encouraging everyone to #DoOneThing and check in with friends, family, or colleagues by starting an open conversation about money and financial wellbeing. With the recent Autumn Budget, open discussions about finances are more important than ever - and knowing when to seek expert advice can make all the difference. Talking about money can feel challenging, but with 94% of UK residents feeling financial stress1, it’s clear that most of us could benefit from sharing our experiences and supporting each other. If you would like to improve your employee’s wellbeing and find out more about our Employee Financial Wellbeing webinars or workshops, then please either send a message on LinkedIn to Sarah Healey or click here: https://lnkd.in/dVwrSKVT 1. Close Brothers, (2019), ‘Financial Wellbeing Index’ .(5,000 employees and 1,000 employers surveyed)(Perkbox conducted the survey of 1,139 people) #FinancialWellbeing #FinancialEducation #HR #People #TalkMoneyWeek

It was great to have a room full of local business owners at our Post Budget Insights event this morning, which we hosted with bennettbrooks and Altrincham BID. Our expert panel Gary Morgan, Janine Brink DipPFS and David Reynolds answered questions from Daniel Healey discussing the impact of the announcements from last week’s Budget. The panel provided clarification and shared insights about the headline changes to Capital Gains Tax, Inheritance and Pensions, National Insurance contributions, the Employer Allowance and changes to BADR. If you would like a copy of our Autumn Budget Guide which details all the changes and how they could impact you, click here: https://lnkd.in/eN2Djtwe Thank you to everyone that joined us, we hope you found the information useful, and thanks to West Beverly for hosting us. #AutumnBudget #Budget2024 #FinancialPlanning #Tax #Altrincham