Richard Baimbridge Dipfa

Financial Planner @Capstone Financial

Manchester, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2025 — Present

Financial Planner @Capstone Financial

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Stockport, GB

My role at Capstone Financial is to work closely with professionals and business owner clients to deliver effective financial plans that will help them achieve their financial goals and aspirations.I offer financial advice in the following areas:• Investment planning• Retirement planning strategies for pre and post retirement• Corporate and personal protection• Inheritance tax and estate planning• Personal and corporate tax planningThe 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 title \'Partner Practice\' is a marketing term used to describe St. James\'s Place representatives

EDUCATION

N/A

The London Institute of Banking & Finance

Diploma for Financial Advisers

ABOUT RICHARD BAIMBRIDGE DIPFA

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Richard Baimbridge Dipfa — Financial Planner at Capstone Financial in Manchester, GB | Unifers