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Financial Management
01732 462884

Simplifying Financial Decisions For Over 25 Years. Building Trust And Confidence.

How We Work

Capital Gains Limited has been established to provide personalised, comprehensive and objective financial advice to private clients and corporate bodies.

To begin with an initial meeting is arranged to discuss the services available and gain an understanding of client requirements.

The advice we offer will be tailored your precise needs and may include the preparation of an detailed personalised report.

Where a financial report is appropriate we will arrange a subsequent meeting with you to present the report and to discuss how best to implement the strategy therein. If we identify an area which needs addressing which you were not previously aware of we will advise you. We will of course not act on your behalf without your prior instruction.

Capital Gains Limited has the capability to cater for the impact of changing circumstances by reviewing your affairs regularly to take account of changing individual circumstances and relevant external factors. In addition we remain available at other times to discuss any immediate needs or queries that you may have.

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