Tailoring financial solutions
for families and business’s

In today’s highly sophisticated and complex financial environment, true financial brokering needs to extend beyond the traditional, and must incorporate the skills of specialist individuals across the financial spectrum.

At Capital Atlantic, our strength lies, not only in our ability to identify our client’s needs, but more importantly providing the right specialist to deliver comprehensive and sound solutions.

Capital Atlantic an Authorised Financial Services Provider, Capital Atlantic has been established to focus primarily on financial planning for Individuals, small and medium business and corporate clients.

Careful selection of the appropriate life insurance and investment companies was made, in order to solicit the product range that best suits the complex needs of our clients, Being Independent, Our clients have access to a comprehensive range of financial products and services, Capital Atlantic currently offers clients access to over 1000 funds, 80 Investment companies and all leading Life Insurers.

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1
Personal Services
The heart of our business is our focus on gaining an in-depth understanding of the financial needs and goals of our clients.
2
Business Services
We present unique solutions to the complex financial needs of our clients, which has necessitated high levels of expertise.

OUR PARTNERS

Capital Atlantic currently has business contracts with the following companies: