Capital Managers Financial Planning Ltd
Investment and advice, Holistic financial planner
Capital Managers Financial Planning Ltd, 80 Berkeley Street, Glasgow, G3 7DS
Summary
Capital Managers Financial Planning Ltd is a Glasgow-based holistic financial planner. It was first authorised by the FCA in 2026. It has permissions related to credit, investments, and pensions.
Timeline
First authorised by the FCA
Permission update: Debt-counselling
Permission update: Advising (ex Pension Transfers/Opt Outs)
Firm permissions
CPD4 - Personal recommendation on retail investments (not broker funds)
David Walker
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Keith Hamish Miller
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
David Walker
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Keith Hamish Miller
FAQ
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