Daniel Burns, Wealth Management Consultant.

Associate Partner of St. James’s Place Wealth Management

Financial Adviser

As an Associate Partner of St. James’s Place Wealth Management I provide financial advice to individuals, families and businesses across the Island and have access to the range of St. James’s Place solutions to help meet your short, medium and long term objectives. This includes their distinctive approach to investment management and the access it provides to leading investment managers from across the globe.

My sole focus is on helping you achieve or maintain financial security for you and your loved ones. Based on core values of the utmost professionalism, and, perhaps most importantly, integrity and trust, I will help you develop a strategy to meet your financial objectives and aspirations both now and in the future. I am committed to building long-term, trusted relationships so all my clients feel that the advice I give is of the highest standard. I also recognise that each one of my clients is unique and therefore I provide a service, tailored to your own financial needs. The level of satisfaction may be judged by the fact that the majority of new clients are personally recommended by my existing clients.

Cowes Business Association offer

All Cowes Business Association Members receive a no obligation review

My services include
  • Retirement Planning
  • Investment Planning
  • Family and Business Protection
  • Inheritance Tax and Estate Planning
  • Tax & Trust Services (Trusts are not regulated by the Financial Conduct Authority)

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.

 

Please feel free to contact me for any questions or for your no obligation review.

Contact us

Opening Hours – 9am to 5pm Monday to Friday

 Website: Visit our website

 Phone: 01983 550555

The Partner 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).
The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives

A treasured member of
Cowes Business Association
Cowes Business
Author: Cowes Business