We are here to manage your finance with unbiased advice
We are professional Certified Financial Planners (CFP®) with over 40 years’ experience helping our clients. We seek to understand the things in life that are important to our clients, and then we translate those opportunities, goals and concerns into a financial plan that meets their needs. Whether you’re looking for outstanding investment opportunities, planning a secure retirement or just need some good, sound advice, speak to our Certified Financial Planners®.
The world of insurance has become increasingly complicated, not least of all for people seeking to make informed choices in a constantly changing world.
This is where Capital Indemnity Insurance Brokers is different. Whatever your insurance needs, our planning and execution is designed around you and for you. You’ll enjoy a one-on-one relationship with highly trained and motivated staff who are committed to providing comprehensive, cost effective and specifically designed solutions that meet your insurance and risk management requirements, yet are flexible enough to adapt in this ever-changing world.
Best of all? These tailor-made solutions are underwritten by some of the finest insurance companies in the world, giving you absolute peace of mind that in your time of need, we’ll always be here for you.
Unique Investment Portfolios
Personal Financial Planning
Estate Planning Solutions
Education Planning Solutions
Employee Benefit solutions
Existing Portfolio Analysis
Retirement Planning Solutions
Investment Advice
Business Assurance Solutions
Wills and Trusts
Our Vision
To be a business that always remembers our clients are our reason for being; crafting holistic insurance solutions to meet their unique needs and so creating customers for life.
Our Mission
Our Mission is to provide tailored insurance solutions and unparalleled customer service that, always, places the needs of our customers ahead of the needs of our business.
Meet our team
Keith Forde
“When our clients give us their trust and confidence, we return their gift with our caring and commitment to help them in any way we can“
Alan Tennant
“We view our clients as true partnership, demanding honesty, sharing and a joint search for ideas and solutions that will enrich their lives“
Ilse Muir
“We offer tailored medical solutions and unparralell customer service, placing the needs of our customers ahead of the needs of our business“