Senior Partner Practice of St. James's Place Wealth Management
Lucy joined Capstone Financial Management having previously worked at a Financial Planners, she was part of the on-going advice team which involved supporting both clients and financial advisers.
Lucy enjoys helping our advisers in our Altrincham Office and delivering the highest standard possible. Lucy’s previous experience means she can provide a high standard of service and follow processes which aid the advisers in their everyday role.
In her spare time, Lucy likes to dance and spending time with her friends with her friends. She attends a weekly dance class and has also obtained dancing qualifications!
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.