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Advisory Services

Whatever your objectives or circumstances, Capricorn can help guide your personal, your company’s or your organisation’s finances forward with a range of advisory services, even through uncharted waters.

Capricorn Financial Consultancy Mortgages

We offer an advice and recommendation service on an extensive range of mortgage products, as well as guiding clients through the house-buying process to ensure a smooth transaction.

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Capricorn Financial Specialist Lending Services

From early 2016 all ‘full’ financial planning advice is offered by Capricorn Wealth Management, a specialist division within Capricorn. Offering advice on all key aspects of financial planning, the Wealth team can help with any of your long-term needs in this area.

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Capricorn Financial Insusance protection income

As our lives change, so do our priorities. That’s why safeguarding the wealth and financial future of our clients and their families is a major focus of our business.

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Other services

Capricorn offers advice and recommendations in many other related areas. To find out more, ask a Capricorn Adviser.

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We work extensively with some of London’s’ premier solicitors to steer you through the legal aspects of the house-buying process, and have negotiated heavily discounted rates for our clients while ensuring excellent standards of service. Please note that conveyancing is not regulated by the Financial Conduct Authority.

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Equity Release

We can arrange equity release for retired clients who no longer qualify for a conventional mortgage but are looking to release money from their home. Please note this is an introductory service only. You will need to take legal advice before releasing equity from your home as Lifetime Mortgages and Home Reversion plans are not right for everyone.

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If you are looking to arrange an in-depth survey on your property, ask us about the additional options on offer and we will be able to help.

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Foreign Exchange*

We can help arrange foreign exchange transactions at extremely competitive rates and with heavily discounted charges. Please be aware that changes in the exchange rate may increase the sterling equivalent of your debt.

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Leasehold Extensions and Enfranchisement

We can also help advise on the cost of extending your lease or enfranchising. If this is of interest to you, then please speak to your Capricorn Adviser.

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Tax Advice*

Depending on your personal circumstances, we can advise on a more tax-efficient way of organising a house purchase or other financial affairs.

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Our solicitors can assist with drawing up a will, which should be considered as part of any house purchase or other major financial transaction process.

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The right investments can offer real opportunities to enhance your wealth and protect it against inflation. With such a broad range of funds and investment products on offer, you need expert advice to help build up a successful portfolio. We can help ensure your investments are arranged tax-efficiently, whether for your own benefit, for your family, or for other beneficiaries.

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Retirement Planning

For many, retirement may last as long as their working lives, so making plans for a prosperous future requires careful planning and investment. Whether in pensions or property, advice is essential for both private individuals and business owners, allowing you to consider the options available and to take advantage of opportunities.

*These products and services are not part of the Openwork offering and are offered in our own right. Openwork Limited accepts no responsibility for this aspect of our business, which is not regulated by the Financial Conduct Authority.

Contact us to find out more - or call +44 203 1110900