As an Independent Financial Adviser Firm, we offer advice on a wide range of services designed to help you achieve your financial goals. We pride ourselves on our friendly and professional service. We listen to your needs, and offer clear guidance on the most appropriate financial products for your personal circumstances. As Independent Financial Advisers we have access to the full range of products and services available in the UK.

This means that we are able to give you impartial advice and recommend the most appropriate products for you, so that you will enjoy choice, value for money and our friendly personal service.

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About Us Report

Based in Hartlepool, Colin has been assisting the people of Teesside to protect their financial interests since 1980. Since the foundation of Capitas, the majority of our new clients have come from referrals from existing satisfied clients. We believe that this is because we aim to build long-term relationships in order to help our clients to attain their goals.

Our Services Report

As financial advisers we provide individuals and businesses with advice on practical and relevant solutions to help them to meet their financial objectives. Some of the key areas we advise on are listed below. Of course, we'll be happy to discuss your own personal situation and goals with you.

Digital Services Report

We recognise that advances in technology mean our clients are increasingly choosing to interact with us across multiple channels: face to face, on the telephone and online. That's why we're introducing our new Digital Services to provide you with real choice.

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