About us

We are a Senior Partner Practice of St. James's Place Wealth Management and have more than 25 years of experience in the wealth management industry. We have an abundance of knowledge and experience and pride ourselves in providing an invaluable service to our clients.   Planning a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any market developments or indeed changes to legislation and tax law. If there are any changes in your circumstances such as starting a family, changing jobs, approaching retirement or receiving or planning for inheritance, a review of your financial goals is crucial.   We promise to provide you with excellent service and total integrity. We aim to build long term relationships with our clients built on trust and secured with Wealth Management Solutions that are tailored around your specific needs.

Testimonials

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Owen has looked after my financial affairs for the last 5 years. During that time he has always given careful thought to my current needs whilst protecting my future requirements.
Dr Anne Gee, OBE

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.

Capitol Financial Solutions Ltd is registered in England and Wales, Number 5361851. Registered Office: Budds Creek, 180 Church Road, Bishopstoke, Eastleigh, Hampshire, SO50 6FA.