Senior Partner Practice of St. James's Place Wealth Management
Ray has 25 years experience in the financial services industry, both as an adviser, Manager, and Business principal. His business ethos is that the client comes first, and every member of the Capital Planning team must be client facing in all that they do. We are a business that has holistic financial planning at the heart of our proposition, and that understands the importance of building long standing client relations.
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.
Capital Planning Partners is a trading name of Capital Financial Advisors LLP. Capital Financial Advisors LLP is a Limited Liability Partnership registered in England and Wales, Number OC376893. Registered Office: Britannia House, Roberts Mews, Orpington, Kent, BR6 0JP. View the Members of Capital Financial Advisors LLP.