Alex Danks Email & Phone Number

Working in the financial advisory industry since 2012, I have honed my approach to offer clients up to date and informed advice on retirement, investment, protection and tax planning. Helping clients to...* fulfil their retirement goals by understanding their pensions, the tax reliefs available and working towards their objectives* build investment portfolios tax efficiently via vehicles such as ISAs and inheritance tax solutions* protect them and their family, income and business against financial riskThe 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 generally dependent on individual circumstances. The Partner/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 representativesSJP Approved 18/6/2024

Listed skills include Financial Advisory, Personal Pensions, Investment Advisory, Financial Services, and 19 others.