Our Offices

With offices to visit in Alton, Whiteley 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.

Our commitment is to provide personal, tailored financial advice to help you gain peace of mind and make the most of your money, no matter where you are on your financial journey.

Our mission is to make financial planning feel simple.  By putting your personal goals at the heart of our advice, we help you make the best possible financial decisions for your family, your business, and your future.

The 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Capital Planning Partners Ltd is registered in England and Wales, Number 06968303. Registered Office: Winterton House, High Street, Westerham, TN16 1AQ.