Independent Financial Advisers Uncomplicated and Uncluttered

With over 30 years' experience in the financial industry, we offer advice that is easy to understand, will not break the bank and where you are in control. CAPA Retirement Strategies is independent without any product or market bias.

Understanding

Our dedicated staff have over 50 years of experience, combined with a wealth of knowledge in this area, so they know how to get the best results for you.

Responsive

We are in regular contact to ensure we can assess, file and maintain all of your necessary details, making sure any correspondence is promptly addressed and all your questions are adequately answered.

Quality

Our professional staff can take all of the stress out of the process, while ensuring that your best interests are being represented with integrity and diligence.

What does this mean to you?

We have no allegiance to any bank, investment manager or product. It is about what works for you.

Using our experience and knowledge, we concentrate on bringing the elements available together to formulate ‘financial strategies’ to meet your circumstances.

We have no ongoing fees or contracts; advice when you decide you need it.