Aimee Jeavons Email & Phone Number

As a Medical Financial Adviser with Capstone Financial, I can provide advice to help you understand the complexities around your NHS Pension and other areas of financial planning, including investment planning, retirement planning, personal and corporate protection and inheritance tax planning. At Capstone Financial, we also provide a wide range of commercial financial planning services for dental and GP practices tailored to suit practices of all sizes, ranging from large groups through to sole traders.**No Obligation Financial Review**I am happy to meet with you for a no-obligation financial review at a time and place suited to your needs. This could be online, in the comfort of your own home or at your workplace and can also be during evening hours. Some of the questions that clients regularly ask me include: • Why should I join the NHS Pension Scheme? What benefits does it provide? • How have the recent NHS Pension Scheme reforms affected me? • How will the pensions Annual Allowances affect me and my NHS pension contributions? • I am confused and need advice regarding the various types of protection – what is best for me? • I want to retire early – how do I go about doing this?To arrange a no obligation review please call me on 07956 836 258 or 0161 667 1482.Capstone Financial was awarded “Best Financial Adviser” at the Talk of Manchester Business Awards 2023, 2020 and 2019.The company's success has grown through its ethos of offering quality, one-to-one wealth management advice and commitment to building trusted and long-term relationships with clients.Further information can be found at: www.capstone-financial.co.uk Capstone Financial is a trading name of Capstone Financial Management Ltd.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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 12/7/2024

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  Medical Financial Planner

  Capstone Financial

  Jul 2024 - Present

  As a Medical Financial Planner at Capstone Financial, I work closely with our medical professionals, business owners and private clients to deliver effective financial solutions that will help them achieve their financial goals.I offer financial advice in the following areas:• Investing for income or capital growth• Retirement planning strategies for pre and post retirement• NHS Pension Scheme• Corporate and personal protection• *Trust and estate planning• Personal and corporate tax planningI have a comprehensive understanding of the NHS pension scheme and understand a Medical professional's financial needs and requirements. Similarly, if you move away from the NHS to focus on private work, I can help you plan accordingly.The value of an investment 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.*Trusts are not regulated by the Financial Conduct Authority