Joshua Jones, Capstone Financial

View Joshua Jones profile
Capstone Financial

Capstone Financial Financial Adviser
Peak House
6 Oxford Road
WA14 2DY

Business Description

Our Purpose is to work together with you and your family, helping you to achieve your financial goals and aspirations. After all, we see financial not as a one-off event, but as a lifelong journey.

My role at Capstone Financial is to work closely with our private and business owner clients to deliver effective financial plans that will help them achieve their financial goals and aspirations.

I offer financial advice in the following areas:

• Investment planning
• Retirement planning strategies for pre and post retirement
• Corporate and personal protection
• Trust and estate planning
• Personal and corporate tax planning
• Mortgage advice

My Recommendations

Josh was excellent in handling my Pension and giving me sound financial advice on my finances. My pensions growing thanks to the investments made by Josh’s business. Highly recommend!

from Garry Gormley

Accreditations & Qualifications

BA (Hons) International Business
Diploma in Financial Planning Cert (CII)