Base

Name

Martin Capel-Smith

Business Name

Senior Partner of St. James’s Place Wealth Management

Contact No.

020 7294 7337

Website address

http://www.sjpp.co.uk/mcs

Business Description

Areas of Expertise

 

Financial advice
Retirement and pension planning
Inheritance tax mitigation

 

Description

 

Helping individuals and small businesses navigate through the personal financial maze and helping ensure their financial affairs are structured in a tax efficient way.

 

Information

 

Trading since: 2008
Location: Marlow and surrounding areas, central London office

 

USP

 

Personal service providing long term face-to-face advice, cutting through complexity and giving advice to help protect and grow your wealth.

 

Disclaimer

 

Martin Capel-Smith 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 at http://www.sjp.co.uk/products. The title ‘Partner’ is a marketing term used to describe St. James’s Place representatives.

Business services:

Professional Services & Processes