Capital Plans Limited - Pension Management Consultants

Tel.01794 522 821

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Welcome to Capital Plans

We are a completely independent company devoted entirely to advising companies and individuals on Pensions, Investment, Protection and Financial Planning for all your life’s goals.
Capital Plans Limited was established in 1983, is an independently owned company and remains a traditional, family owned business.

We specialise in advising, planning and administration. Our expertise is selecting for our clients the method of funding and investment best suited to their specific needs and financial resources.

Most of our clients come to us either as a result of recommendation from another client, or as an introduction from their accountant or other professional adviser. Many of them already had arrangements when we first met them, but required a style of service they had not found elsewhere.

Our aim is to provide a complete range of practical help and, above all, we pride ourselves on the way we have built and maintained long-term relationships over many years through our emphasis on excellent service.

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