Senior Partner Practice of St. James's Place Wealth Management
I specialise in helping my clients to make the most of their money, so that they can do more of the things that they enjoy.
I build long-term relationships with each of my clients, by understanding their hopes and dreams, and working with them to create a personal financial plan that is designed to help make those dreams come true.
As a Financial Consultant with Capital Planning Partners, I cover all aspects of Wealth Management including retirement planning, wealth protection and investment planning. I provide Wealth Management advice primarily to clients in Hampshire and South East England.
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.