Senior Partner Practice of St. James's Place Wealth Management
Has over 10 years experience in Financial Services, focussing on building long term trusted relationships with his clients. He provides a personal approach to financial planning, focussing on integrity, quality and professionalism in order that he can help his clients achieve their goals and aspirations. Fully understanding his clients’ needs, allows Barry to provide a bespoke service to all his clients, whether the need is for :
Investment planning for income or growth.
Retirement planning, including annuity purchase
Group Pension Schemes
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.