Head of Private Clients

Danny Wood brings a wealth of experience and a passion for financial planning to his role as Head of Private Client at Navigation Wealth Management. With a deep understanding of the unique needs of high-net-worth individuals and families, Danny leads a dedicated team committed to crafting personalised wealth management solutions.

Building Long-Term Partnerships:

Danny's philosophy centres on building strong, long-term relationships with his clients. He takes the time to understand their financial goals, risk tolerance, and lifestyle aspirations – not just for today but for the years ahead. This in-depth understanding allows him and his team to develop bespoke financial plans that evolve alongside their clients' changing circumstances.

Experience and Expertise:

Prior to joining Navigation Wealth Management, Danny began his financial services career with Barclays Bank in 2007. This experience, coupled with his qualifications in financial planning, allows him to provide comprehensive wealth management advice encompassing:

• Cash Flow Forecasting: Ensuring income streams are sufficient to sustain desired lifestyles.
• Retirement Planning: Developing strategies for a comfortable retirement.
• Inheritance Tax Planning: Minimising inheritance tax liabilities and effective legacy planning.
• Investment Portfolio Management: Constructing and managing portfolios tailored to individual goals and risk tolerance.
• Estate Planning: Creating comprehensive estate plans that protect assets and fulfil client wishes.

Passion for Personalised Service:

Danny is a firm believer in the power of personalised service. He leads his team by example, fostering an environment where client needs are paramount. He is committed to providing ongoing support and guidance, ensuring that clients feel empowered and confident in their financial future.

Partnering for Success:

Under Danny's leadership, the private client team at Navigation Wealth Management is dedicated to helping individuals and families achieve their financial goals.

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.