Partner Practice of St. James's Place Wealth Management
Tom provides administrative support to advisers in our Bolton office. Having previously worked for an IFA and Old Mutual Wealth, Tom enjoys helping our advisers in their everyday role and delivering the highest standard possible.
Tom’s role includes call handling, business processing and ensuring clients requests and business needs are dealt with efficiently and quickly. Tom loves to greet clients in our Bolton office.
Outside of work, Tom enjoys keeping fit as he was a personal trainer in a previous life. He also enjoys spending time with his family, watching football and music.
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.