Daniel Barnes Ba (Hons) Apfs Email and Phone Number
At Barnes Wealth Management, we specialise in helping clients in the areas of Investment, Retirement and Inheritance Tax Planning.Our website will give you a good introduction to the St. James's Place distinctive approach to Investment Management.We are happy to review with clients their Retirement Strategy including evaluating their existing plans and provisions. We also specialise in advising on Estate Planning and Inheritance Tax mitigation. This begins with an appraisal of the amount of tax an estate might currently potentially incur. There could be some very simple steps that can be taken to reduce the bill for most people affected by Inheritance Tax.The levels and bases of taxation, and relief from taxation, can change at any time and are dependent on individual circumstances.Barnes Wealth Management is a trading name of Nick Barnes Wealth Management LtdThe 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.
Barnes Wealth Management
View- Website:
- barneswealthmanagement.co.uk
- Employees:
- 6
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Chartered Financial PlannerBarnes Wealth Management Jul 2022 - PresentBuckingham, England, United KingdomChartered Financial Planner - Providing individuals, business owners, and families with a trusted source of financial advice in Buckinghamshire, Oxfordshire, and London. -
Wealth Management ConsultantBarnes Wealth Management Mar 2017 - Aug 2022BuckinghamDaniel Barnes Ba (Hons) DipPFS:I specialise in holistic wealth management; helping clients to:- build and preserve wealth, tax-efficiently;- manage cash and borrowings; and - protect against risk. I pride myself on the high level of service I provide, and I am dedicated to building positive, long-term relationships with clients and their families.Barnes Wealth Management:Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.We aim to deliver our commitment by:- Providing personal face-to-face financial advice- Giving you the opportunity to review your financial affairs regularly- Keeping you informed of the latest news and any changes that might affect your personal situation- Listening to your feedback- Ensuring that our dealings with you are sensitive to your needs -
Trainee Financial AdviserBarnes Wealth Management Oct 2015 - Feb 2017Buckingham
Daniel Barnes Ba (Hons) Apfs Education Details
Frequently Asked Questions about Daniel Barnes Ba (Hons) Apfs
What company does Daniel Barnes Ba (Hons) Apfs work for?
Daniel Barnes Ba (Hons) Apfs works for Barnes Wealth Management
What is Daniel Barnes Ba (Hons) Apfs's role at the current company?
Daniel Barnes Ba (Hons) Apfs's current role is Chartered Financial Planner – providing individuals, families, and business with a trusted source of financial advice.
What schools did Daniel Barnes Ba (Hons) Apfs attend?
Daniel Barnes Ba (Hons) Apfs attended University Of Leeds, Sir Henry Floyd Grammar School.
Who are Daniel Barnes Ba (Hons) Apfs's colleagues?
Daniel Barnes Ba (Hons) Apfs's colleagues are Kate Van Kampen, Lorraine Biggs Fsre Instlm, Nick Barnes, Holly B., Nicole Thomas, Ayo Adereni, Trent Sanfead.
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