It appears that your browser doesn't support flash

Financial Services

Running a successful business is not easy and takes a great deal of hard work and commitment. That is where we can help, by taking the time to understand your business, we can help you meet your financial aims, so you can concentrate on what you do best – managing your business.

Financial Services

We believe you should plan for your financial security as rigorously as you plan for your business success. To achieve this, you need a financial adviser who understands you and your business and will work with you to ensure you obtain the maximum benefit from all your hard work.

Our team of experienced financial advisers will work closely with you to make the most of your business assets and create a structured financial plan that supports your overall objectives. Our services apply to all businesses wherever you are in your life-cycle, from start up to exit.

When considering the financial planning for your business we can work with you in a number of areas, including:

  • Creating financial independence from your business
  • Ensuring cash assets in the business are invested to maximise returns and tax efficiency
  • Extracting profits of your business in the most tax efficient manner
  • Implementing and managing workplace pensions
  • Identifying and mitigating the liabilities that could be created by the loss of a key person
  • Setting up shareholder protection to ensure your business is protected in the unfortunate event of a death
  • Establishing an effective exit or transition strategy
  • Finding the right commercial mortgage
  • We can also look at your personal financial planning and advice on:

  • Investment planning for income and/or growth
  • Retirement planning strategies for pre and post retirement
  • Personal protection such as life cover or income protection
  • Inheritance tax mitigation and estate planning
  • Finding the best residential mortgage
  • To arrange a no-obligation financial planning review then please call us on 0161 220 2920 or email us at

    Tree Financial Services are provided by Capstone Financial Management Ltd who are a Partner Practice of St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Capstone Financial Management Ltd is registered in England & Wales No. 09225559. Registered Office: Manor House 35 St. Thomas’s Road Chorley England PR7 1HP.