Thank you for visiting us . As of January 2017 MS Wealth Management has joined Capstone Financial Management Ltd, a Partner Practice of St. James's Place.
MS Wealth Management has aligned with Capstone Financial Management for a number of reasons:
- St. James's Place Wealth Management is an award-winning FTSE 100 company with funds under management in excess of £75 billion.
- Access to the products and services available through St. James's Place, including all areas of financial planning from pension and Inheritance Tax planning, through to investment management that offers direct access to many of the top fund management teams across the globe.
- Benefit from the security of knowing the advice you receive is backed by a guarantee* provided by a FTSE 100 company.
- All clients will benefit from being advised by a financial practice that includes succession planning, ensuring you and your family have support and service over the years to come from other advisers within Capstone and St. James's Place.
* St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
Previous clients of MS Wealth Management
If you are looking to access details on your previous plans via Client Solutions then you can still do this:
If you have any questions or would like to speak to an adviser then please donít hesitate to call us at the Bolton office on 01204 366 300.