Are you an Adviser click here

Capital Planning Partners (holdings) LTD

📍
22A Normandy Street, Alton, Hampshire, GU34 1BX
🌐
http://www.capitalplanningpartners.co.uk
✔
FCA Number: 1030521
Website Image of Capital Planning Partners (holdings) LTD

Capital Planning Partners (Holdings) Ltd, located in the scenic locale of Alton, Hampshire, is a reliable, FCA-regulated number 1030521 firm providing comprehensive financial solutions. Guiding customers through complex financial terrains, this firm offers expert advice on various segments, including life and investments, pensions retirement, final salary pension transfers, and financial planning. Trusted by many across Alton and the surrounding counties, they are known for their client-centric approach. Recognised across the region for their regulated advice and tailored services, Capital Planning Partners makes financial planning accessible to everyone, from first-time inquiries to long-standing clients. At 22A Normandy Street, GU34 1BX, Alton, GB, they offer personalised financial insight, helping individuals plan their financial future with confidence.

Their team includes 21 financial advisers. Check FCA registration here.

Capital Planning Partners (holdings) LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Capital Planning Partners (holdings) LTD from the Motorway

  1. From the M3,
  2. Take the B3349 / A287 exit to Hook at junction 5.
  3. Proceed to the roundabout and take the first exit onto A287.
  4. At the subsequent roundabout, take the third exit onto Hook Rd / B3349.
  5. Upon reaching the next roundabout, take the first exit onto Dunleys Hill / B3349.
  6. At the following roundabout, take the second exit and continue on Dunleys Hill / B3349. Continue to follow B3349.
  7. At the ensuing roundabout, take the first exit onto Greenfields Ave.
  8. Turn right onto Old Odiham Rd.
  9. Continue onto Church St.
  10. At the next roundabout, take the first exit and stay on Church St.
  11. At the final roundabout, take the first exit onto Normandy St. The destination will be situated on the left.

List of advisers under Capital Planning Partners (holdings) LTD:

Capital Planning Partners (holdings) LTD 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 http://sjp.co.uk/products

SJP Approved : tbc

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.

Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback