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Capital Management Solutions Limited Presentation April 2005

Capital Management Solutions Limited Presentation April 2005. Our Mission. “Our Mission is to provide the highest quality advice and service to our clients to ensure that their aims, objectives and potential are fulfilled.” Capital Management Solutions Limited April 2005. Key Facts.

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Capital Management Solutions Limited Presentation April 2005

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  1. Capital Management Solutions Limited • Presentation • April 2005

  2. Our Mission “Our Mission is to provide the highest quality advice and service to our clients to ensure that their aims, objectives and potential are fulfilled.” Capital Management Solutions Limited April 2005

  3. Key Facts • Independent Financial Advisers • Specialising in Corporate Financial Planning / Employee Benefits • also provide bespoke Personal Financial Planning service

  4. Pedigree • 3 Directors with over 40 years Industry experience • Personal Service • Low overheads = value for money • Back Office / Compliance outsourced to Sigma Asset Management Limited

  5. Directors • Peter Angell • Mark Williams • Barrie O’Leary Bases in Surrey, Kent, Sussex and Hampshire

  6. Corporate Advice Areas • Corporate Pension Arrangements • Employee Benefits • Director Retirement Planning • Risk Benefits • Key Person Insurance • Shareholder Protection

  7. Risk Benefits • Death in Service Schemes • Permanent Health Insurance • Critical Illness Cover

  8. Personal Financial Planning Referral system • Mortgages • Investments • Protection • Inheritance and Specialist Tax Planning

  9. Capital Management Solutions Limited is an Appointed Representative of Sigma Asset Management Limited which is authorised and regulated by the Financial Services Authority

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