Alan Worthington

**Winner of Best Financial Advisers 2023 at the Talk Business Awards** As an Associate Director and Senior Financial Planner at award winning Capstone Financial, I work closely with clients to deliver financial solutions that will help them achieve their financial goals. Having worked within Financial Services for over 20 years, I am an experienced financial planner able to deliver advice on all areas of financial planning, including: investment planning, retirement planning, inheritance tax planning and protection. Based in Woolton, I provide financial services to my client’s predominately across the Liverpool and Merseyside area. Building trusted and long lasting relationships with my clients is very important to me and I provide a high level of personal and professional service, in a relaxed and friendly manner. Capstone Financial is a Senior Partner Practice of St. James's Place Wealth Management. Capstone Financial is a trading name of Capstone Financial Management Ltd. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 02/05/2024