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Case studies

Capital Plans Ltd

Capital Plans Ltd are an independent company devoted entirely to advising companies and individuals on Pensions, Investment, Protection and Financial Planning. Established in 1983, Capital Plans is an independently owned company which remains a traditional, family owned business today.

As with most supplier agreements, Capital Plans had come to the end of an agreement with an incumbent supplier for multi-functional devices, and the search was on for an alternative. Through word of mouth, Principal was suggested as a potential new supplier. Following the usual quote and proposal process Principal was top of the list and the devices were installed at a good price and without disruption.

“We’re really happy with Principal, we just make one phone call and either the issues are fixed over the phone or there is someone on site quickly. When we needed a VoIP solution, asking Principal to scope out the requirements was an easy decision. We did toy with having various suppliers, but it makes so much sense to keep the products and services under one roof, especially as the price was right.”

Simon Spencer
Managing Director

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