Capital Planning Partners (Holdings) Ltd
This firm operates as an appointed representative of St. James's Place Wealth Management Plc. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
22A Normandy StreetAltonHampshireGU34 1BXUNITED KINGDOM- Phone
- +4401420549334
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Alexandra Sacre-Hardy
IRN AXS05142
- Employed By (since 28 May 2025)
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Barry Roy Williamson
IRN BRW01044
- Employed By (since 28 May 2025)
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Daley Croft
IRN DXC01809
- Employed By (since 28 May 2025)
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Daniel Leslie Burns
IRN DLB01096
- Employed By (since 2 Apr 2025)
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David Robert Gallagher
IRN DRG01113
- Employed By (since 28 May 2025)
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Ian Forster
IRN IXF00005
- Employed By (since 28 May 2025)
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Jonathan William Ashbee
IRN JXA00504
- Employed By (since 1 Aug 2025)
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Joseph Nathan Akik
IRN JXA00606
- Employed By (since 28 May 2025)
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Kirsty Ann Travis
IRN KXT00140
- Employed By (since 6 Sep 2025)
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Mark Richard Davies
IRN MRD00034
- Employed By (since 28 May 2025)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.