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I have benefitted significantly from the financial advice and assistance given by Terry and his colleagues over the past 30 years, and this has involved financial investment, house purchases as well as accountancy.

- Professor Sir Keith Porter, Professor of Clinical Traumatology, Queen Elizabeth Hospital Birmingham


Financial specialists to the Medical Profession

Capitax was established to satisfy the demand by Consultant Doctors in response to their challenges of taxation, accountancy, mortgages, life assurance, income protection, critical illness, trusts, investment properties and estate planning.

Over the past 30 years the Capitax team, with the leadership of Terry Ievers, – whose financial services experience extends back to 1976 – has developed a robust business with an outstanding reputation in the medical profession throughout the UK, providing service, quality and reliability.

Capitax is a team of experienced, committed and professional staff based in Solihull, with continuing education and use of the latest technology. We effectively manage client financial risks and opportunities, providing a holistic wealth-creating and tax planning service for our clients with whom long-term relationships are developed.


YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

We normally charge a fee for mortgage advice, however this will be dependent on your circumstances. Our typical fee is £345.

Some of the products/services shown above are not or may not be regulated by the Financial Conduct Authority.

Capitax Financial Management (FCA no. 403784) is an Appointed Representative of Personal Touch Financial Services Limited which is authorised and regulated by the Financial Conduct Authority.

HM Revenue and Customs   Council of Mortgage Lenders      

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