Martin Capel-Smith
Helping my clients plan for a more secure financial future, both for themselves and their families, is my objective. My approach is grounded in professional support, jargon-free advice and a dedicated one-to-one approach built over the long-term; I am someone from the real world who understands both the pragmatic and emotional nature of money, and its importance to you.
About
As a Senior Partner of St. James's Place, I offer guidance on:
- Preserving and building your wealth
- Helping you with retirement planning.
- Limiting your finances against risk.
- Reducing Inheritance Tax liabilities and estate planning.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.
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.
