Capstone Financial - Liverpool Office

My first contact with my financial advisor, Alan Worthington, came 5 years ago following the death of my husband which radically changed my financial goals and plans for the future. I greatly appreciate Alan's extensive knowledge of the financial markets based on his many years’ experience. I have come to value, respect and trust his advice on investments and savings. Alan has listened carefully to my changing circumstances and has tailored bespoke advice to ensure my financial aspirations are met through a range of products. Recently my son needed his first mortgage and related insurance policies and I had absolutely no hesitation in recommending to him Capstone's services, through Alan

“Alan Worthington shaped my finances to my changing current circumstances having recently retired through to the future and my legacy to my family. I am totally happy and more to the point content with how my finances are packaged. I have been able to shape my will around them and indeed hold a meeting with my son and daughter recently outlining exactly what the outcome will be upon my death. A meeting I thought necessary in the current pandemic. Alan respects the fact I am not an expert and have limited knowledge of the financial institutions, but neither am I ignorant of them. I ask Alan what I don't understand and I am not afraid to do so, and he never makes me feel that any of my questions are "basic" in their content.”

I have been a client of Allan Worthington since 2007, as I was made redundant and received a redundancy package from my company.In the first meeting with allan he helped me to develop a long term strategy so I could keep saving money on top of my redundancy package that would help me towards my retirement, which I found really helpful. He explained things in plain terms and we are very happy with Allan's professional advise. We can't thank him enough.

I met Alan worthington in 2007 through my girlfriend who was made redundant from her employment and received a redundancy payment which we wanted to put into a savings account we had at the halifax liverpool , it was there we first met Alan who right away put us at ease and then explained all the options we had to put the money to good use and let it work for us in the right way instead of just leaving it in a savings account with poor interest rates at the time, he informed us of all the ways our money could do better by investing it in stocks and shares isa which we would never have thought of and by doing that and starting to invest ourselves through Alan we are now in a far better financial situation than we would ever have been if we would just left it in a savings account, when Alan has moved on to other opportunities we have also gone with him and we are now once again with him with capstone because we trust him with his financial advise and experience in all finance which has been a massive benefit to us , and now we're looking forward to a future were we will be financially secure and not have to worry about what we can or can't do because with Alan's advise and guidance we are now in a far better place financially than we would of been so I would have no hesitation in recommending Alan to anyone who needs that push to help then make there Money work for them in a way he made it work for us.

“I was looking for a financial adviser as I wanted to combine pots of money, including looking at final salary pension, and was looking for a decent return with medium risk. Alan Worthington explained the different investment products (including charges) which shows his professionalism, knowledge & experience. I have asked many questions regarding my investments either in our meetings or by email to which Alan has always promptly responded. He also assisted my decision making regarding a final salary pension that was due to pay out. Nothing is too much trouble for Alan, and he has completely earned my trust as my adviser.”