Mr Daniel Burns, Wealth Management Consultant
As an Associate Partner of St. James’s Place Wealth Management I offer no obligation review meetings.
I provide financial advice to individuals, families and businesses across the Isle of Wight and I have access to the range of St. James’s Place solutions to help meet your short, medium and long term objectives. This includes the distinctive approach to investment management.
My philosophy focuses upon building and maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind. The level of satisfaction may be judged by the fact that most new clients are personally recommended by existing clients.
My Services include:
*Family and Business Protection (life, critical illness, income protection, health insurance, key man insurance and shareholder protection planning)
*Retirement Planning & Annuities
*Tax and *Trust Services
*Inheritance Tax & Estate Planning
Please feel free to contact me for any questions or to book your no obligation review meeting.
Tel: 01983 550555
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.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
* Trusts are not regulated by the Financial Conduct Authority.
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.
Isle of Wight