Business Details
Your Trusted Financial Partner in Hampshire
Capital Planning Partners is committed to building long-term trusted relationships with clients through personalized financial planning advice. We specialize in wealth management, offering tailored solutions to individuals, families, and businesses across Hampshire, Buckinghamshire, Surrey, and Northampton. As a Senior Partner Practice of St. James's Place, we combine industry expertise with a client-centric approach, ensuring financial strategies align with individual goals. Our services encompass investment management, retirement planning, protection planning, and intergenerational wealth management. We collaborate closely with accountants and solicitors to deliver comprehensive advice, prioritizing transparency, integrity, and long-term financial security.With offices in Alton, Whiteley, Denmead, and the Isle of Wight, we provide accessible, face-to-face, and virtual consultations. Our team of Chartered Financial Advisers brings decades of combined experience, ensuring clients receive expert guidance rooted in regulatory compliance and ethical standards. We pride ourselves on simplifying financial planning, empowering clients to make informed decisions for their future. Our commitment to excellence is reflected in client testimonials highlighting trust, personalized service, and exceptional outcomes.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Wealth Management
Intergenerational Planning
Long-term Care
Tax-efficient Investments
Financial Planning
Highlights and features
- We offer personalized financial planning tailored to your unique goals.
- Our partnership with St. James's Place provides access to expert wealth management solutions.
- With offices across Hampshire and surrounding counties, we deliver local, accessible service.
- We build long-term relationships, prioritizing your financial security and peace of mind.
- Our collaborative approach with accountants and solicitors ensures comprehensive financial solutions.
What people say
Outstanding service
Personalized advice
Trusted advisers
Excellent bespoke service
Sound financial advice
Services
Investment Management
Our Investment Management service focuses on growing and preserving client wealth through tailored strategies. We utilize St. James's Place products to create diversified portfolios aligned with individual risk profiles and financial goals. Clients benefit from ongoing reviews and tax-efficient solutions to maximize returns.
Retirement Planning
Retirement Planning ensures clients achieve financial independence in later life. We assess current pension provisions, recommend tax-efficient contributions, and develop strategies to optimize retirement income while complying with HMRC regulations.
Protection Planning
Protection Planning safeguards clients' financial security through life insurance, critical illness cover, and income protection. We assess individual needs to recommend policies that protect families and businesses against unforeseen circumstances.
Corporate Services
Corporate Services cater to business owners, offering pension solutions, tax planning, and succession strategies. We help companies attract talent through employee benefits while ensuring compliance with regulatory requirements.
Mortgages
Our Mortgage service provides tailored advice on residential and buy-to-let financing. We compare products across the market to secure competitive rates, considering clients' long-term financial objectives and affordability.
People
Martyn Pask
Director
Martyn Pask leads Capital Planning Partners with over 20 years' experience in financial services. He specializes in wealth management and retirement planning, prioritizing client education and long-term financial security.
Ian Forster
Financial Adviser
Ian Forster provides bespoke financial advice to high-net-worth individuals, focusing on intergenerational wealth transfer. With 15+ years' experience, he helps clients optimize investments and tax planning strategies.
Tim Hill
Chartered Financial Adviser
Tim Hill specializes in pension consolidation and retirement income planning. He has over a decade of experience helping clients navigate complex financial decisions with clear, jargon-free advice.
Susie Leverton
Chartered Financial Adviser
Susie Leverton focuses on financial planning for women and retirees. She has 12 years' experience organizing pensions and creating tax-efficient investment strategies tailored to individual life goals.
Steve Skeet
Financial Adviser
Steve Skeet provides comprehensive financial planning for retirees, specializing in inheritance tax mitigation. With 18 years' experience, he combines investment expertise with practical mortgage and tax advice.
Questions
What financial services do you specialize in?
We specialize in investment management, retirement planning, protection planning, corporate services, and mortgages, tailored to individual and business client needs.
Are you regulated by the Financial Conduct Authority?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, which is authorized and regulated by the Financial Conduct Authority.
Do you offer virtual financial consultations?
Yes, we provide both face-to-face meetings at our Hampshire offices and virtual consultations via secure online platforms.
How do you charge for financial advice?
Our fees are transparent and agreed upfront. We use a combination of hourly rates, fixed fees, and commission-based models depending on the service complexity.
Can you help with pension transfers?
Yes, we specialize in pension consolidation and transfers, ensuring tax efficiency and compliance with HMRC regulations while optimizing retirement outcomes.
What areas do you cover?
We serve clients across Hampshire, Buckinghamshire, Surrey, and Northampton, with offices in Alton, Whiteley, Denmead, and the Isle of Wight.
