CPA Financial Management
About CPA Financial Management
Working with other specialists
Although all members of the St. James’s Place Partnership are expert advisers in their own right, some have exceptional expertise in specific and often highly technical areas. If your circumstances require this expertise for a particular issue, we will consult and if necessary introduce you to a specialist colleague from within the Partnership, just as we are consulted on particular areas by other Partners.

We often work alongside clients’ own solicitors and accountants providing a complementary service and a fresh perspective to ensure that all aspects of their financial affairs are considered.


Pictured above from left to right are, Linda Parkin, Steve Bottomley, Chris Morrey

Regular specialist members of our team include;

Linda Parkin has extensive experience in the client care field and manages our client loyalty and communication programme.

Steve Bottomley has over twenty years experience as a financial consultant and is able to offer a full advice and recommendation service including all aspects of property purchase.

Chris Morrey has over twenty years' experience in managing relationships for high net work private clients and business owners. Chris also works with a wide network of professional contacts.