Senior Partner Practice of St. James's Place Wealth Management
Steve has worked in Financial Services all of his working life, much of it with HSBC Bank Plc where he received excellent training and experience around mortgages, protection, investment planning and pensions and over the last 10 years in the Corporate financial advice arena.
Steve is fully Diploma qualified to provide advice on all areas of financial planning, including: protecting your family and your borrowing, aiming to get your investments working hard for you and in a tax efficient way, designing your retirement plan so you can afford to enjoy your retirement and aiming for you not to be paying too much for your mortgage.
A major part of Steve’s work is with business clients, looking at all areas of financial planning such as:
Aiming to get cash assets in the business invested to maximise returns and tax efficiency
Extracting profits of your business in the most tax efficient manner
Implementing and managing workplace pensions – being mindful of new pension reform rules
Identifying and mitigating the liabilities that could be created by the loss of a key person
Outside of work Steve enjoys spending time with his grandchildren and family.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Contact Steve James, DipCII - Financial Adviser
Tel: 01204 366 300
Mobile: 07788 273 237
Click to Email
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.