Capital Planning Partners was formed in 2012 by Martyn Pask, the current Managing Partner and Ray Mills, after both had spent many years working in senior positions in the financial services industry.
We wanted to create a business with a culture of inclusion, so that all stakeholders, our partners, advisers, employees and clients, would benefit from being a part of the business. We aimed to encourage the sharing of experience and the use of specialisation, as well as engendering a mutual desire to provide the highest ethical standards and give the best possible service to our clients.
We are a customer focused business that is perfectly placed to offer expert advice on all areas of Financial Planning, including Estate Planning, Inheritance Tax Planning, Personal and Corporate Pensions, Investment planning, Equity Release*, Personal and Corporate Protection and Mortgages.
But before we even think about products, we make sure that we have a good understanding of our client’s current circumstances, as well as their goals and aspirations. Then and only then, do we put together a tailored recommendation on the right course of action for the individuals needs.
Capital Planning Partners has now become a Senior Partner Practice in the acclaimed St. James’s Place Wealth Management which we believe is hugely beneficial to our clients and the service we can provide.
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.
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.