Partner Practice of St. James's Place Wealth Management
Having worked within Financial Services for the past 6 years, Charlotte is incredibly client focussed and dedicated to providing the highest level of service for her clients. Charlotte can help clients with the following areas of financial advice: investment planning, retirement planning, inheritance tax planning and both personal and business protection.
Charlotte helps her clients meet their financial goals by building long term relationships and always going above and beyond to ensure she delivers the best service possible.
In her spare time, Charlotte enjoys spending time with her family, socialising with her friends and time at the gym
Contact Charlotte Yates, DipPFS - Financial Adviser
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.