Here at Capital Planning Partners we believe in building and maintaining a long-term trusted relationship with our clients. Our philosophy is that providing high-quality personalised advice, coupled with the highest standards of integrity and excellence, gives you — the client — total peace of mind.
Planning for a secure future — whether for yourself, your family or your business — is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
As a Senior Partner Practice of the prestigious St. James's Place Wealth Management, our focus is on you and on achieving or maintaining financial security for you and your loved ones.
We appreciate that you are unique, with your own financial ideals, which is why we will tailor the services and recommendations that we make specifically to you.
We ensure that our services provide our clients with a clear picture of their present situation, along with a focus on the actions required to help reach or maintain their desired goals in the future. We also firmly believe that working with our clients’ accountants and solicitors has proved essential in allowing us to deliver a more rounded and fully comprehensive service.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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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.