Senior Partner Practice of St. James's Place Wealth Management
With over 16 years of working within Financial Advice and Wealth Management, Phil has been helping others make the most of their money and realise their financial goals. His service is grounded in the highest professional standards. He recognises that each of his clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.
He works closely with all of his clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that he is able to provide the advice that is needed, when it’s needed.
Phil’s expertise covers the broad spectrum of financial planning and will help you or your business to:
Grow wealth, specifically through our distinctive approach to investment management;
Preserve assets for long-term financial security;
Adequately protect assets from potential threats;
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Capital Planning Partners is a trading name of Capital Financial Advisors LLP. Capital Financial Advisors LLP is a Limited Liability Partnership registered in England and Wales, Number OC376893. Registered Office: Britannia House, Roberts Mews, Orpington, Kent, BR6 0JP. View the Members of Capital Financial Advisors LLP.