FAQs

Q: Do I get any other benefits of being a Personal Success Plan client?

In short, yes you do! As a Personal Success Plan client you will not be charged a Broker fee when arranging mortgage finance which will save you up to £500 whilst giving you full access to fully independent financial advice which can potentially save you thousands of pounds during the term of a mortgage.

Q: How do you make your money?

By helping you to plan ahead and set timeframes on what you want to do we are able to be there at the right time to help you arrange what is required. As a fully independent whole of market broker we are able to obtain the most appropriate solutions and support you every step of the way. When we arrange finance or other solutions for you we will usually be paid a commission and will always disclose to you what that amount is beforehand. The amount we receive will be built in to the quotations you receive so there is nothing else to pay.

Q: How Much does the Personal Success Plan cost?

We do not charge for this service as it is our mission to bring planning your financial future to everyone.

Q: How does the Personal Success Plan work?

The Personal Success Plan is designed to help you take time out of your busy schedule at least once a year to plan ahead. It is very difficult for people to do this usually due to time pressure and so we give you a nudge each year to make sure that you spend some time focusing on yourself.

Do I get any other benefits of being a Personal Success Plan client?

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How do you make your money?

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How Much does the Personal Success Plan cost?

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How does the Personal Success Plan work?

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What is Business Contract Hire?

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What is Personal Car Leasing?

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Get a personal consultation.

Call us today on 07746 937 796

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Our advice is given freely, in confidence, and without obligation.
Call 07746 937 796 or submit an enquiry and we will get back to you as soon as possible.

A finance brokerage offering a full range of funding solutions to businesses, property developers & investors and professional landlords and homebuyers.

Contact Us

56 Mayfield Grove,
Dundee,
Scotland,
DD4 7GZ,
UK

07746 937 796

enquiries@capital8finance.co.uk

Data Protection Statement : We comply fully with the General Data Protection Regulations ( GDPR ) 2018 and all client data and information you provide to us will be managed, processed and kept secure in accordance with the GDPR. We will never share, sell or distribute client data to any other third party other than Banks, Lenders , Brokers or Packagers whom we believe may serve the best interests of you the client.

To view our full Data Protection Statement click here.

To view our Client Privacy Policy click here.

To view our Terms of Business click here.

To view our Complaints Procedure click here.

Capital 8 Finance is a trading style of Yu Finance Ltd (FRN:808286) are Credit Brokers and are Appointed Representatives of White Rose Finance Group Ltd (FRN:630772) Authorised and Regulated by the Financial Conduct Authority. PLEASE MAKE BORROWING DECISIONS CAREFULLY, PROPERTY OR OTHER ASSETS OFFERED AS SECURITY MAY BE AT RISK IF YOU CANNOT KEEP UP WITH REPAYMENTS.