Richard Baimbridge Dipfa
Financial Planner @Capstone Financial
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WORK HISTORY
Financial Planner @Capstone Financial
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
The London Institute of Banking & Finance
Diploma for Financial Advisers
ABOUT RICHARD BAIMBRIDGE DIPFA
You’ve worked hard for your money so it’s only natural that you should want to discuss…
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