Senior Partner Practice of St. James's Place Wealth Management
Danny first started his Financial Services career with Barclays Bank in 2007. Over this time he has gained a wealth of experience and has developed a true passion for helping his clients achieve their aspirations.
Danny truly believes in the value of sound, trusted advice and places the utmost importance on the individual’s needs and circumstances.
He works closely with his clients to build and develop long standing relationships, providing a bespoke approach across all areas of financial planning, including:
Inheritance Tax Planning
Danny is committed to both his clients and his professional development and is working towards his 'Chartered Financial Planner' status.
Outside of work, Danny loves to spend time with his family, friends and has a love for music and travel – usually in search of mountains, a beach or anywhere to observe a sunset.
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) 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Navigation Wealth Management Ltd is registered in England and Wales, Number 11953339. Registered Office: Lumaneri House Blythe Gate, Blythe Valley Park, Solihull, West Midlands, B90 8AH, United Kingdom.