Tricia Alcock

AdvDipFA

Tricia is a Chartered Associate and has been working within the financial services sector for over 25 years. 

Times have changed and are still changing within the industry. As an advocate of providing the highest level of service, it was important to Tricia to ensure that she would be in an environment where she could continue to build life-long client relationships, allowing her to put their needs into the very heart of everything she does, thus helping them to secure the best possible financial future for themselves and their family.

She truly believes that every individual can benefit from full financial planning and, as such, should have access to bespoke advice, either on a personal, family or corporate level. It is always the right time to seek advice and she is passionate about helping you and your family build a stronger financial future together.

Tricia is married with two grown up sons, most weekends are spent on the side lines of their football games or finding scenic places to walk Lola, their gorgeous cockapoo.

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 Planning Partners (Holdings) Ltd. Capital Planning Partners (Holdings) Ltd is registered in England and Wales, Number 14924173. Registered Office: Winterton House First Floor West, High Street, Westerham, TN16 1AQ.