Denham Wealth Management LLP has been established in Wallingford since 2007, as a Partner Practice of St. James's Place Wealth Management. Daniel Denham and Fiona Rooney provide a comprehensive range of Investment, Protection, Retirement and Inheritance Tax advice through a personal financial planning approach. The long term, professional relationships developed with clients is an important aspect within the Practice and these lasting relationships are built by determining client’s individual financial goals and objectives.
Daniel Denham has a wide range of financial planning knowledge and expertise. The majority of Daniel’s initial clients were young professionals and because of Daniel’s relationships with these clients, he now also looks after their parents, siblings and extended family, providing a full family solution. As a result, Daniel holds specific qualifications in Long Term Care planning and Inheritance Tax mitigation.
Due to the ongoing success of the Practice, Fiona Rooney joined the team in 2023 as a Financial Adviser. Fiona likes to think of herself as “Your Friendly Financial SatNav” – helping you reach your financial goals; giving you clarity, confidence and peace of mind through holistic financial planning (retirement planning, investments and protection). Fiona prides herself on the high level of service she provides her clients at all times, and is committed to building long term relationships.
The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.
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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
SJP Approved 05/08/24
Company Details
- Employees
- 5
- Founded
- -
- Address
- 1 St Marys Court, Wallingford,england Ox10 0eb,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- denhamwm.co.uk
- Keywords
- financial advice, wealth management, Protection, Investment planning, Retirement planning, Long term care, Inheritance tax planning, adviser, Tax planning.
- HQ
- Wallingford, England
Denham Wealth Management Llp Questions
Denham Wealth Management Llp's website is denhamwm.co.uk
Denham Wealth Management Llp's LinkedIn profile is https://uk.linkedin.com/company/denham-wealth-management
Denham Wealth Management Llp has
5 employees.
View email and phone details for 5
employees at Denham Wealth Management Llp.
Denham Wealth Management Llp's industry is
Financial Services
Denham Wealth Management Llp's top competitors are
Sandy Brown,
Credo,
Millennium Group,
Weatherbys Private Bank,
Thaker Wealth,
St. James's Place Wealth Management,
Frizzell Wealth Management Ltd,
Finli (G&p),
Fg Burnett,
Laboratory Spa & Health Clubs.
Denham Wealth Management Llp's categories are Financial Services
Denham Wealth Management Llp's founding year is 2008
