Capstone Financial Management

Senior Partner Practice of
St. James's Place Wealth Management

Our purpose is to work together with you and your family, helping you to achieve your financial goals and aspirations. After all, we see financial planning not as a one-off event, but as a lifelong journey.

Business Owners

By taking time to understand your business, we can help you meet your financial aims, so you can concentrate on what you do best - managing your business.

Private Clients

Working closely with you, we can help advise how to get the most out of your hard earned wealth to help you and your family have a secure financial future.

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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.

Capstone Financial is a trading name of Capstone Financial Management Ltd. Capstone Financial Management Ltd is registered in England and Wales, Number 09225559. Registered Office: 35 St Thomas's Road, Chorley, PR7 1HP.

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