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Stephen James

Stephen James of Capstone Financial Management Ltd is based in Bolton. Stephen has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
Appointed representative dealing with clients for which they require qualification
CF30 Customer
CPD20 - Advising or arranging regulated mortgage contracts
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD7 - Personal recommendation on long-term care insurance

Previous Employment:
Evolution Wealth Network Ltd29/08/2019 to 28/03/2020
Client Servicing Ltd29/08/2019 to 27/03/2020
Fairstone Financial Management Limited03/12/2013 to 16/12/2016
HSBC Bank Plc01/12/2001 to 30/09/2013
My Pension Expert
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.