Senior Partner Practice of St. James's Place Wealth Management
With nine years' experience within Financial Services, and seven of those within a Senior Partner Practice of St. James’s Place Wealth Management, Carrie-Ann brings a world of knowledge and understanding to the role of Client Servicing Manager at Capstone.
As Client Servicing Manager, Carrie-Ann focuses on building long term relationships with client and providing the highest levels of service.
Developing new strategies and problem solving is yet another skill that supports the business and maximises the client experience.
Out of work hours Carrie-Ann enjoys keeping fit at Yoga and loves to travel.
Contact Carrie-Ann Jones - Client Servicing Manager
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.
Capstone Financial Management Ltd is registered in England and Wales, Number 09225559. Registered Office: 35 St Thomas's Road, Chorley, PR7 1HP.