Martin Capel-Smith
Senior Partner @St. James's Place
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WORK HISTORY
Senior Partner @St. James's Place
My emphasis is on maintaining a long-term relationship with my clients and to providing them with a source of trusted advice as their financial needs evolve over the years. My aim is helping my clients plan for a more secure financial future, both for themselves and their families.My services include- Retirement planning- Onshore and offshore investment planning- Inheritance tax planning- Protection (life, critical illness, income protection)- Corporate planning and employee benefitsIn a dynamic and challenging world, having someone help manage your financial affairs makes an effective use of your time and helps you reach your goals. I enjoy working with people and have a reputation as a trusted and approachable expert who values long-standing client relationships.Please visit my website which provides more information about the service I provide. Feel free to get in touch directly if you have any questions.Specialties: Financial Planning, Retirement planning advice, Inheritance tax planning advice. Investment planning.
SKILLS
ABOUT MARTIN CAPEL-SMITH
Looking after your money can be a complex and time-consuming process, especially in these…
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