Whether you are buying or selling a property we recommend that you speak with a financial advisor to ensure that you are planning to manage your assets in the most tax efficient manner. With more and more people owning multiple properties, and continuous changes to the financial products market, the need is greater than ever to have quality tax planning and advice. We work in conjunction with a number of partner companies that are expert in broking mortgages for clients with additional properties and short, medium and long term cash requirements. This includes an exclusive association with Clark and Poole IFA.

Michael Riley of Capital and Coastal and Bob Poole have been working together for over 10 years and share the same commitment to high levels of customer service. Many of our clients have told us that they have identified a more effective way of managing the sale of their assets and mortgages to maximise tax relief by speaking to our experts.

“With such a large choice of financial advisors it was helpful and reassuring to have a recommendation from Capital and Coastal. We found Bob to be extremely knowledgable and personable. He took time to understand our needs and also made a real effort to ensure we understood the detail of the options so we could choose the right products that suited us.”
Mr and Mrs Shiach