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Our Services
Investments
We oversee investment planning in an astute and effective way, whereby we agree your investment goals and find the most salient products that will exceed your expectation.
Wealth Management
Capital Masters offer wealth management advice to individuals and businesses on a wide range of investment options.
Pensions
Capital Masters can help you switch on to the fact that a pension plan is one of the most important investments you are likely to make in your lifetime.
Meet Our Team
Gerry is a founding partner at Capital Masters and leads the team which specialises in pensions and wealth management.
Mark is a Director of the company having joined in 2005, he is the son of Tom Rooney who originally set up the firm in 1987.
Richie is a vastly experienced member of the team, giving both commercial and private client advice on life & serious illness cover, investment and retirement planning.
Customer Testimonials
I am very happy with the service at Capital Masters. When Bartle finished up, my account moved to Mark Rooney at Capital Masters. The advice received re pension and mortgage queries was very informative. I would recommend this company to anyone seeking similar advice.
I had a very positive experience with Mark Rooney for my pension review. He has a very personable and approachable manner and is pleasure to deal with. I highly recommend his services to anyone looking for reliable, knowledgeable, and supportive pension advice.
I needed help to get my Pension sorted out and didn’t know where to turn! Capital Masters took the whole process in hand and all I had to do was to sign the necessary forms. I couldn’t believe that there was a business out there that did this and to top it all, I didn’t have to pay for their service, it was all part of the Pension deal and they were paid directly by the Pension Company
I recommend Capital Masters for all pension and insurance related issues. Their service is second to none. Professional, reliable advice tailored to client needs.