About us.

Capital Financial Management is headed by Simon Bancroft, a non-practicing Barrister, who was one of the founding partners when the company was established in 1997.

The partners at that time had over 22 years experience of advising the public on a myriad of financial matters. Due to continued growth we became a limited company in 2003 and although we have enjoyed continued success we remain an approachable, friendly and local company.

We are proud of providing an outstanding and professional service. We do not attempt to give full advice over the telephone and we have found that most of our long-term clients particularly value our personal service including free consultations in the comfort of their own home.

Capital Financial Management have given me peace of mind and provided a very good service.

Michelle, Handsworth

The team.

Our team are happy to help you with any query.



Simon Bancroft LLB (Hons), Barrister of Lincolns Inn (non practicing)


Director / Company Secretary

Debbie Bancroft


Office Manager

Michelle Kelly