Senior Partner Practice of St. James's Place Wealth Management
Emily has previously worked in the Financial Industry as an experienced administrator and has now joined Capstone Financial to provide administrative support to advisers in our Bolton office.
She is excited to work with our team to provide the best support for advisers and clients, and deliver the best client servicing possible. Emily is a friendly and professional member of our staff, adding great value to the team.
Outside of work, Emily enjoys socialising, eating and walking with friends and family.
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.