Capel Court Plc provides a holistic financial planning service to help you make what will be some of the most important financial decisions you ever take. Based in Colchester, Essex, the firm has been established for over 30 years. Whether investing a lump sum of money, protecting the family, planning for retirement or considering Long Term Care Plans, our primary aims are that the discussions we have with you and the recommendations we make for you are both appropriate to your individual needs and circumstances, and easy to understand. We seek to take a pragmatic approach whereby we firstly acquire as much information as we can from you in order to fully understand your financial objectives, aspirations and wants, before then considering the most suitable and appropriate solutions for your needs.
Capel Court Plc has chosen to provide advice from a focussed group of providers for a wide range of products. We believe that by limiting the range of providers and products that we advise on, we can channel our time and resources to those areas which are most appropriate to our clients and their needs. Our advisers use their personal skills, knowledge, expertise and experience to ensure the most appropriate and suitable solutions are recommended to you. For protection needs, we offer advice on products from a range of insurers for Life Assurance, Income Protection, Critical Illness, Permanent Health Insurance and Accident & Sickness Protection, which is the widest scope available to us.
We feel privileged that clients trust our opinions, advice and recommendations and believe that sound financial advice is central to building a more certain financial future. Our aim is to work with and alongside you to ensure you make the right decisions, at the right time and for the right reasons.
We look forward to being of service to you.