Capital Towers Financial Advisers
 

Services we offer

As Independent Financial advisers we are able to offer our clients advice on products from every financial product provider in the UK. Furthermore, we can offer specialist expertise in the field of ex-patriate investments, as well as retirement planning, investments and all areas of protection. To ensure we have the most up to date information and can pass this on to our clients as quickly as possible we make the most of modern technology, whilst never forgetting we are dealing with people.

How we do what we do.
We have been providing financial advice to individuals and businesses since 1989.
Along the way we have taken on a number of qualified professional advisers all operating to the same high standards of integrity and transparency.
We adopt a 'holistic' approach to financial planning - that is we take all aspects of our clients' finances into account to ensure that all parts complement each other and that the whole is tailored to their individual requirements.
In a world where many supposedly reputable providers and products have turned out to be flawed, we pride ourselves on the quality of our research and our attention to detail.
Our services cover the full range of your financial needs.
Each of our clients is assigned a Consultant who takes responsibility for all aspects of the client relationship. Our Consultants are committed to the highest level of personal service and they understand the importance of common sense and a 'jargon busting' approach to financial planning.
With lengthening life expectancy and shorter working lives the need for holistic financial planning is greater now than it has ever been. If money matters are on your mind - and they probably are, you can take comfort in seeking our advice.
Everybody has financial needs. The lucky few who already have significant investment assets may be primarily interested in wealth preservation. Those with successful careers may be more speculative and interested in finding ways of accumulating wealth now to provide for the future and many are just preoccupied with getting by and hoping that their finances will somehow 'work out'.
Whichever of these categories you find yourself in we think we can help. As a client we will work with you to analyse your income and expenditure requirements and to establish your objectives. Are you anxious to supplement your current income? Do you plan to retire early and move abroad? Are you trying to ascertain how to maintain your standard of living in retirement? Would you like to reduce the income tax you pay, or the inheritance tax your children might have to pay? Do you wish to help your children or grandchildren with a lump sum to fund the purchase of their first home?
Whatever the financial objective, your Consultant will begin by explaining the various options available to you and the risk characteristics involved- as a general rule, the higher the return on offer, the higher the risk. They will then discuss with you the various products and services available to you, highlighting the pros and cons. At the end of the process you and your Consultant will agree a holistic financial plan designed to reflect your personal requirements.
This comprehensive plan will be provided in writing as a basis around which we will work on your behalf. Each year this plan will be adjusted to take into account the performance of the past year and your needs for the future.
  
Our approach is to use the most uptodate methods available in meeting your needs, whilst still retaining the integrity of a sound business relationship. Traditional values with dynamic methods.
As part of our commitment to you we look to establish a sound relationship within which we can work together. This requires a commitment from you to be honest and forthright in providing us with all the relevant information to ensure we understand your circumstances at all times.
You can take reassurance from the fact that our advice is wholly impartial and independent. Our aim is to receive a fair reward for the work that we do. Our fees are always disclosed to you before you make any commitment. These fees can be paid directly by you or can be deducted from any recommended investment or product. However we are paid for our services we don’t let that cloud our judgement: we have expanded our business since its inception in 1989 by providing our clients with the financial planning solutions they require.
Satisfied clients provide long-term business for us, and may also recommend us to friends, family and colleagues. If you haven’t heard of us before that may be because we’ve never felt the need to advertise – the great majority of our clients have been introduced to us by word of mouth or through other professional services.
Likewise where your needs require expertise outside our scope we will recommend you to our panel of selected professional service providers.
By becoming a client of Capital Tower you will be made to feel exactly what you are and that is very important to us – no matter what your circumstances”
Capital Tower, 85 Yarmouth Road, Norwich, NR7 0HF, Regulated and Authorised by The Financial Services Authority  |  (01603) 701420  |   admin@capitaltower.co.uk
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