Capstone Financial Revenue

Financial Services • We are in, Altrincham / Bolton / Glossop / Manchester / London / Liverpool, United Kingdom • 21-50 Employees

Capstone Financial revenue & valuation

Annual revenue	$2,652,205
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$8,500,000
Total funding	No funding

Key Contacts at Capstone Financial

Sarah Healey

Founder And Partnerships Director

Daniel Healey

Managing Director

Liam White

Director

Alan Worthington

Associate Director

Matthew Rhodes

Director / Head Of Medical At Capstone Financial

Jo Stanner

Operations Director

Andrew Williamson Dipfa

Chartered Associate And Director

Company overview

Headquarters	We are in, Altrincham / Bolton / Glossop / Manchester / London / Liverpool, United Kingdom
Phone number	+449225559
Websites	capstone-financial.co.uk sjpp.co.uk
NAICS	52
SIC	628
Keywords	Mortgages, Investment Planning, Pensions, Employee Benefits, Shareholder Protection, Retirement Planning, Inheritance Tax Planning, Personal Protection, Workplace Pensions, Isas, Keyman Insurance, Financial Wellbeing, Corporate Protection, Director Pensions, Aspects Of Exit Strategy
Founded	2014
Employees	21-50
Socials

Capstone Financial Email Formats

Capstone Financial uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	45.6%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	22.3%
{first name}@company.com	john@company.com	15.1%
{first name}{last name}@company.com	johndoe@company.com	9.8%
{first name}_{last name}@company.com	john_doe@company.com	7.2%

About Capstone Financial

At Capstone Financial, we provide award-winning*, personalised financial planning to help individuals, families, business owners and medical professionals put the right strategies in place to achieve their financial goals and secure their future. Whether you are looking to retire, make your money work harder, invest profits from your business in a tax efficient way or ensure your wealth is transferred effectively to future generations - we can help. Key areas we offer financial advice, include: - Retirement planning - Investment planning - Personal protection - Business protection - Inheritance tax planning - NHS pension review - Employee benefit schemes - Employee financial wellbeing Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. *Capstone Financial were voted Best Financiual Adviser at the Manchester Business Talk Awards Capstone Financial is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Capstone Financial is the trading name of Capstone Financial Management Ltd. SJP Approved: 27/8/2025

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Senior

Employees by Department

Capstone Financial has 20 employees across 5 departments.

Departments

Number of employees

Funding Data

Capstone Financial has never raised funding before.

Capstone Financial Tech Stack

Discover the technologies and tools that power Capstone Financial's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

PWA

Miscellaneous

Swiper

JavaScript libraries

jQuery

JavaScript libraries

LiteSpeed

Web servers

Google Ads

Advertising

SVG Support

WordPress plugins

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Capstone Financial is located in We are in, Altrincham / Bolton / Glossop / Manchester / London / Liverpool, GB.

You can reach Capstone Financial at +449225559.

Capstone Financial generates an estimated annual revenue of $2,652,205. This revenue figure reflects the company's market position and business performance in its industry.

Capstone Financial has an estimated valuation of $8,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Capstone Financial was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Capstone Financial has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.