Capital Planning Partners was started in September 2009 by the Managing Director Ray Mills now joint Managing Partner, after he spent 21 years working as an Adviser, Practice Principal and Senior Executive in the financial services industry.
We have created a culture of sharing experience and specialisation, as well as a mutual desire to provide the highest ethical standards and give the best possible service to our clients.
We are a customer focused business that is perfectly placed to offer expert advice on all areas of Financial Planning, including Estate Planning, Inheritance Tax, Personal and Corporate Pensions, Investments planning, Equity Release*, Personal and Corporate Protection and Mortgages.
But before we even get thinking about products, we make sure that we have a good understanding of our client’s current circumstances, as well as their goals and aspirations. Then and only then, do we put together a tailored recommendation on the right course of action for the individuals needs.
Finally in September 2012 Capital Planning Partners became a Senior Partner Practice in the acclaimed St. James's Place Wealth Management which will further enhance our service.
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.
*To understand the features and risks of this type of mortgage, please ask for a personalised illustration.