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About Capital Planning Partners

Capital Planning Partners believe in building and maintaining a long-term trusted relationship with our clients. We are a well-established company offering valued and trusted face-to-face, and virtual, financial planning advice to individuals, families and businesses. With offices to visit in Alton, Whiteley, Denmead and the Isle of Wight, as well as Chartered Financial Advisers across the Counties of Hampshire, Buckinghamshire, Surrey and Northampton, our clients are at the very heart of our business, which is built on strong values and personal relationships. Planning for a secure future — whether for yourself, your family or your business — is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial. As a Senior Partner Practice of the prestigious St. James's Place, our focus is on you and on achieving or maintaining financial security for you and your loved ones. Our services include: - Retirement Planning - Investment Planning - Inheritance Tax Planning - Mortgages - Protection Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The Partner/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). The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 17/09/2025

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