Senior Partner Practice of St. James's Place Wealth Management
I am delighted to be part of the Capital Planning Team. I was invited to join after a 20 year career with a major high street bank, where I worked my way up through every banking role from a part time cashier to financial adviser and protection specialist.
Times have and are still changing within the industry and as an advocate of providing the highest level of service, it was important to me to ensure that I would be in an environment where I can continue to build lifelong client relationships, allowing me to put their needs into the very heart of everything I do, thus helping them to secure the best possible financial future for themselves and their family.
I truly believe that every individual can benefit from full financial planning and as such should have access to bespoke advice, either on a personal, family or corporate level. It is always the right time to seek advice and I am passionate about helping you and your family to make, save or protect your money.
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.