Capital Planning Partners was formed in 2012 and is headed up by Martyn Pask, the Managing Director, who has spent many years working in senior positions in the financial services industry. The business has offices in both Alton, Hampshire and Newport, on the Isle of Wight, but supports clients across the whole of the south of England.

We wanted to create a business with a culture of inclusion, so that all stakeholders, our partners, advisers, employees and clients would benefit from being a part of the business. We aimed to encourage the sharing of experience and the use of specialisation, as well as engendering a mutual desire to provide the highest ethical standards and give the best possible service to our clients.

We are a customer-focused business that is perfectly placed to offer expert advice on all areas of financial planning, including estate planning, inheritance tax planning, personal and corporate pensions, investment planning, equity release*, personal and corporate protection and mortgages.

But before we even think about products, we make sure that we have a good understanding of our clients' current circumstances, as well as their goals and aspirations. Then and only then do we put together a tailored recommendation on the right course of action for the individuals needs.

Capital Planning Partners has now become a Senior Partner Practice in the acclaimed St. James's Place, which we believe is hugely beneficial to our clients and the service we can provide.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.