Sam Thompson

Background

About Sam Thompson

I have over 20 years’ experience working in financial services, supporting my clients with their financial planning requirements. My overall aim is to give peace of mind by offering help and guidance with all financial matters, such as: • Pre and Post Retirement Planning • Savings & Investment Planning • Wealth Management • Protection Planning • Estate and Inheritance Tax Planning • Delivery of Financial Education Programmes to Employees I provide a friendly and individual service building long term relationships which allow us to plan towards your personal and financial goals which are then supported with regular ongoing support and reviews to ensure your plans are kept on track. If you would like an informal chat with no obligation, please feel free to connect with me on LinkedIn, send me an email at sam.thompson@sjpp.co.uk or contact me on 07403 026363. The Partner Practice 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 The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives. Capital Planning Partners is a trading name of Capital Financial Advisors LLP, a Limited Liability Partnership registered in England & Wales.