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 with potential clients to discuss the levels of service we are able to offer and which you may be interested in receiving. We act for you at all times in accordance with your wishes. Then, if retained by you as your financial planners, information is gathered to form the basis of advice.

The advice we offer will be tailored to your precise needs once a thorough understanding of your affairs has been gained and may include the preparation of a detailed report.

Where a financial report is requested 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.