Senior Partner Practice of St. James's Place Wealth Management
With over 3 years' experience within financial services, and 2 of those being a paraplanner, Gemma brings a world of knowledge and understanding to the role of Paraplanner at Capstone Financial Management.
As a Paraplanner, Gemma works closely with our financial advisers to prepare written recommendations for our clients.
Since joining Capstone Financial Management she has joined into the Paraplanning Academy to further her knowledge. This is a huge achievement and shows her commitment to continuously develop herself to provide the best service for our clients.
In her spare time, Gemma enjoys travelling, spending time with her family and being kept busy with her 5 nephews.
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 is a trading name of Capstone Financial Management Ltd. Capstone Financial Management Ltd is registered in England and Wales, Number 09225559. Registered Office: 35 St Thomas's Road, Chorley, PR7 1HP.