Partner Practice of St. James's Place Wealth Management
Having previously worked as an Account Executive managing SSAS Pensions for 3 years, Jessica joined Capstone to provide administrative support to advisers in our Bolton office.
Her role requires her to have a fantastic eye for detail which Jessica has, and also creating a great support function for advisers. Jessica’s experience means she can provide a high standard of service and follow processes which aid the advisers in their everyday role.
Jessica’s friendly and professional manner goes a long way, providing a warm welcome to clients at the Bolton Office
Outside of work Jessica enjoys going to the gym, doing circuit classes and going on weekends away with friends.
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 Management Ltd is registered in England and Wales, Number 09225559. Registered Office: 35 St Thomas's Road, Chorley, PR7 1HP.