About

"We had business policies in place for many years to cover death and disability of the shareholders and loss of business income. We engaged the services of Hugh Percy of First Capital Financial Services to undertake a review of our policies.

Hugh questioned the needs of our business now and going forward, relative to the policies we had in place and given the financial maturity of the business and ownership structure of the company. The review highlighted significant cost savings and policy changes that were more relevant to our needs. Unfortunately as a result of the unexpected death of a majority shareholder at age 52, we had cause to test our policies and the changes we had made and advice received proved to be sound. First Capital ensured the claim process was quick and efficient.

Like many, we thought it would never happen to us, but having been through this experience we encourage every business to review their business insurance needs regularly. We have appreciated Hugh’s professionalism and advice, and at the end of the day First Capital has delivered when it counts"

“First Capital has been partnering with our company for 5 years. The relationship has been characterized by their professional approach to our business and employees’ needs. Their response and turnaround time are exceptional and their advice always very relevant and appropriate to the issues that we need to deal with”

"Dai Eveleigh was instrumental in managing the transfer of our investments from our previous advisers having experienced problems regarding contact, proactive advice and investment action.

Since working with First Capital Services, we have seen a significant improvement in communications and investment returns in a difficult financial market.

Because of our relationship with Dai, we can have regular discussions regarding our objectives and financial risks and feel part of the decision process.

We would be very comfortable recommending Dai and First Capital as a “user-friendly” investment company."

“Hugh has worked tirelessly with our organisation to ensure we secured a fit for purpose policy plan for our staff in the competitive world of Medical Insurance. I can’t speak highly enough of the services provided by the First Capital team.

Hugh and Kevin have certainly gone the extra mile in facilitating on site briefings, throughout the country, to ensure our operational staff have had the opportunity to be fully informed on this staff benefit whilst Catherine and her team have been very professional in coordinating the wide range of questions and requests from our staff.

I am looking forward to working with Hugh and his team through the next phase as we explore the options available to us to expand the scheme to the whole of our Organisation

When faced with a financial problem, it is prudent to ask the expert. Dai Eveleigh and his colleague Kate Marino at First Capital Financial Services met all my expectations. They fulfilled the task of transferring my UK policies into a comprehensive working portfolio in NZ.

With day-to-day concise and succinct emails and an extensive interview at the commencement of our working relationship, Dai led me through the complex process with patience and humour. The whole course of action was achieved in a timely and proficient manner.

I would heartily recommend Dai Eveleigh to anyone in similar circumstances, as he is a professional, knowledgeable and esteemed member of First Capital Financial Services and a credit to the company.

Abridged version:

"I have been living in New Zealand for 16 years now. I had a small pension I had totally forgotten about from working in the UK ….. I chose to cash the pension out and transfer the funds to New Zealand. This has provided me with a nice lump sum to pay off a large part of my remaining home loan. Although this is legal and allowed, the pension provider and other bodies try very hard to make it seem like it is not possible or allowed. If you wish to do the same, you need to get some advice from someone who knows what they are doing, or you will probably give up and put it into the too-hard basket. I came across Dai Eveleigh from First Capital in Christchurch. Dai supported me at all stages of this process and offered obvious advice. I found him to be very professional and helpful. As a teacher, I have never really had large amounts of cash to move around, so most of what was involved could have been written in Latin, as far as I am concerned. Anyway, the whole process went smoothly and without issue. Dai knows the process inside out, and I found his fees well worth the service.
He is your man if you are looking for advice on pensions."

Dai and his team at First Capital were an absolute pleasure to work with. Dai’s expertise, knowledge and guidance made a huge difference in our move to New Zealand. His advice and clear explanation of our options for transferring our UK Pensions were excellent. More importantly, the execution of his strategy was flawless, providing us with the NZ funds we required at a great exchange rate. Dai’s help and professional advice confidently guided us through the process at every step.