Partner Practice of St. James's Place Wealth Management
With previous experience at AJ Bell Investcentre as an Adviser support team leader, Liam’s experience means he can quickly input cases and follow processes which aid the advisers in their everyday role.
His role requires him to have a fantastic eye for detail which Liam has, creating a great support function for advisers dealing with vital documentation for clients.
Liam prides himself on providing a high standard of service and enjoys working with clients, be it on the phone or in person.
Providing a warm welcome to clients at the Altrincham Office, Liam’s friendly and professional manner goes a long way at Capstone, where customer care is paramount.
In Liam’s spare time he enjoys spending time with family and friends and keeping fit in the gym.
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.