Capital Planning Partners believe in building and maintaining a long-term trusted relationship with our clients. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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.
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.
Services
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.
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.
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