Daniel has worked in financial services for over 14 years and provided broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. Daniel’s advice covers all areas of wealth management, including, retirement planning, wealth protection and investment planning.
As an Adviser for a Senior Partner Practice of St. James’s Place Wealth Management based in Lincolnshire/Nottingham, his emphasis is on maintaining long-term relationships with his clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.