Welcome to Capital Planning Partners

Live for today, plan for tomorrow

Helping you create a brighter financial future for you and your family.

Capital Planning Partners believe in building and maintaining a long-term trusted relationship with our clients.  We are a well-established company offering valued and trusted face-to-face, and virtual, financial planning advice to individuals, families and businesses. 

With offices to visit in Alton, Whiteley and the Isle of Wight, as well as Chartered Financial Advisers across the Counties of Hampshire, Buckinghamshire, Surrey and Northampton, our clients are at the very heart of our business, which is built on strong values and personal relationships.


Promotions

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Testimonials

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Ian has been my financial adviser for a long time, and was recommended by my father, who has used Ian's services for over 20 years. During this time, Ian has been a calm, measured presence in our lives, and my husband and I always come away from each meeting with a clear picture of where we are...
Victoria Bentley| Copywriter, Bath
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SJP Approved 26/01/2024

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 Ltd is registered in England and Wales, Number 06968303. Registered Office: Winterton House, High Street, Westerham, TN16 1AQ.