Senior Partner Practice of St. James's Place Wealth Management
Becky started working with Ian (Forster) in October 2012 and moved over to Capital Planning with Ian in 2020. She has experience of working in management accounts and is qualified and registered with The Association of Accounting Technicians (AAT).
Becky is currently studying for her qualifications to become a financial adviser and also supports Ian in looking after his clients. She is hard working and talented, invaluable to Ian and many of those clients, and will no doubt go on to become an equally good adviser.
The Partner Practice is an Appointed Representative of and 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/products. 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.