Mike was invited to join St. James's Place Capitol Financial Solutions Ltd in May 2018, because of his wealth of experience in financial services, with over 30 years in the industry. Mike has previously worked as an Independent financial adviser and in the UK banking sector.
As a fully qualified financial adviser, Mike works closely with our clients to provide advice and support on an ongoing basis building valuable long-term relationship both now and in the future, helping people achieve all their financial goals in the most tax efficient manner.
Linda has worked with Capitol Financial Solutions for 12 years in administration and office management. She has a management background in the printing industry and specialises in providing an outstanding level of customer service.
Linda’s primary focus is ensuring all clients receive the highest level of customer service from initial contact to completed business and ongoing service.
She is will also be focussing on event and marketing management since the appointment of Elaine, ensuring our website is maintained, our marketing material is updated, and events are smoothly coordinated to ensure our guests receive the best experience.
Contact Linda for interest in events, national or local, and all aspects of service relating to your financial planning.
Accepting the position of Practice Administrator within the office in May 2018, Elaine brings a wealth of administrative experience from 35 years in the construction industry and her previous position as Practice and Finance Manager.
Efficient with excellent organisational and communication skills, Elaine is a good team fit within Capitol Financial Solutions and has already proven an asset in supporting the day-to-day business operations of the Practice.
Elaine’s focus is to provide all our clients with administrative support for the plans we advise them on, liaising with Owen, Mike and Linda to ensure the quality of our service is seamless from advice to completion, to ongoing administration and service.
Contact Elaine for all servicing aspects of your existing financial planning.