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Each member of the Capstone Financial team is highly valued. Everyone is expected to have opinions and contribute, as it is the team that will make the company excel. It is the mission of the company to employ people who are committed to a high standard of excellence, who thrive on a team atmosphere, and who have outstanding customer service skills. This idealism is represented by the current staff, and will continue to be the guideline by which new team members are hired.

Wealth Manager

As a Wealth Manager at Capstone Financial you will develop and maintain long-term client relationships. You will advise your clients on all aspects of wealth management strategies and solutions to maximize their wealth opportunities. You will achieve this by building strong relationships with your clients, who will rely on your excellent knowledge of the market and our extensive range of products.

Key tasks and responsibilities include:

  • Building, developing and maintaining long-term client relationships by drawing on your already strong personal contact network.
  • Regular meetings with your clients will enable you to continue fostering your relationships to bring real added value to your clients.
  • Providing advice and investment solutions according to each clients individual needs and objectives

Ideal candidates should have the following prerequisites:

  • Experience in advising medium to high net worth clients
  • Formal qualifications (University degree or other recognized financial planning qualifications or diplomas)
  • Extensive product and investment knowledge
  • Outstanding relationship management capabilities
  • Excellent communication skills


The Paraplanning role within Capstone Financial is an essential part of our professional service to clients. You will have the benefit of working closely with our advisers and Wealth Management Teams, supporting them with their daily tasks and management of client files.

External professional examinations leading to professional qualifications must be taken and passed. Together with internal training, we will help progress your career and the very best candidates will have the opportunity to progress to become advisers once the necessary technical skills have been obtained.


There are a number of administrative positions available for administrators, preferably those experienced in the financial services industry. Administrators play an important role in the Capstone Financial team.

We pride ourselves on the quality and level of expertise of every member of the Capstone Financial team

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If you'd like to know more about us, download our new PDF brochure.

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Key Team Members

Managing Directors

David de Lacy Staunton

Contact David de Lacy Staunton

David Halley

Contact David Halley

Gareth Llewelyn-Williams

Contact Gareth Llewelyn-Williams