Senior Partner Practice of St. James's Place Wealth Management
Tom is responsible for the day-to-day running of the administration team in Capstone and also provides administrative support to advisers in our Bolton office. Having previously worked for an IFA and Old Mutual Wealth, Tom enjoys helping our advisers in their everyday role and delivering the highest standard possible.
Tom’s role is to ensure the smooth operation of all administrative work within the offices, including business submissions, and work with a strong ‘Client First’ mentality.
Outside of work, Tom enjoys keeping fit as he was a personal trainer in a previous life. He also enjoys spending time with his family, playing football with his son and music.
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.