Capital Management Solutions Limited

Presentation

April 2005

Our MissionOur Mission

“Our Mission is to provide the highest quality advice and service to our clients to ensure that

their aims, objectives and potential are fulfilled.”

Capital Management Solutions Limited April 2005

Key FactsKey Facts

• Independent Financial Advisers

• Specialising in Corporate Financial Planning / Employee Benefits

• also provide bespoke Personal Financial Planning service

PedigreePedigree

• 3 Directors with over 40 years Industry experience

• Personal Service

• Low overheads = value for money

• Back Office / Compliance outsourced to Sigma Asset Management Limited

DirectorsDirectors

• Peter Angell

• Mark Williams

• Barrie O’Leary

Bases in Surrey, Kent, Sussex and Hampshire

Corporate Advice AreasCorporate Advice Areas

• Corporate Pension Arrangements

• Employee Benefits

• Director Retirement Planning

• Risk Benefits

• Key Person Insurance

• Shareholder Protection

Risk BenefitsRisk Benefits

• Death in Service Schemes

• Permanent Health Insurance

• Critical Illness Cover

Personal Financial Personal Financial PlanningPlanning

Referral system

• Mortgages

• Investments

• Protection

• Inheritance and Specialist Tax Planning

Capital Management Solutions Limited is an Appointed Representative of

Sigma Asset Management Limited which is authorised and regulated by the

Financial Services Authority