Daniel Healey Email & Phone Number

With over 20 years of experience in the financial advisory/wealth management sector; from being a financial adviser and running my own independent financial advisory company to being in a senior management position within a leading wealth management company. This experience has given me a thorough understanding of building a business that delivers exceptional clients outcomes. This starts with its “people” and its “culture” and I am a big believer in getting the right people and retaining… Show more With over 20 years of experience in the financial advisory/wealth management sector; from being a financial adviser and running my own independent financial advisory company to being in a senior management position within a leading wealth management company. This experience has given me a thorough understanding of building a business that delivers exceptional clients outcomes. This starts with its “people” and its “culture” and I am a big believer in getting the right people and retaining them.As Managing Director of Capstone Financial, I ensure our team of advisers and operations team deliver the best quality of advice and service to all our clients. Our hard work is being recognised as we won “Financial Adviser of the Year” at the Talk of Manchester Business Awards 2018 and Special Commendation in 2019. Show less

North West England

I am an Executive Acquisition Manager looking to meet successful and ambitious Financial Advisers and Advisory Business’s who would be interested exploring the opportunity of aligning their business with St. James’s Place Wealth Management partnership in order to benefit from our unique approach to investment management, the backing of a financially strong FTSE 100 company, industry leading exist strategy and a guarantee of advice.My role is to understand your current and future… Show more I am an Executive Acquisition Manager looking to meet successful and ambitious Financial Advisers and Advisory Business’s who would be interested exploring the opportunity of aligning their business with St. James’s Place Wealth Management partnership in order to benefit from our unique approach to investment management, the backing of a financially strong FTSE 100 company, industry leading exist strategy and a guarantee of advice.My role is to understand your current and future ambitions and then help you achieve your goals as easily and smoothly as possible through alignment with ourselves.If you would like to discuss starting your own financial advisory company and/or aligning your existing IFA business with ours please contact myself on 07780 493546 Show less

Manchester, United Kingdom

I am a Business Acquisition Manager looking to meet successful and ambitious Financial Advisers/Business’s who would be interested exploring the opportunity of aligning their business with St. James’s Place Wealth Management partnership in order to benefit from our unique approach to investment management, the backing of a financially strong FTSE 100 company, industry leading exist strategy and a guarantee of advice.My role is to understand your current and future ambitions and then help… Show more I am a Business Acquisition Manager looking to meet successful and ambitious Financial Advisers/Business’s who would be interested exploring the opportunity of aligning their business with St. James’s Place Wealth Management partnership in order to benefit from our unique approach to investment management, the backing of a financially strong FTSE 100 company, industry leading exist strategy and a guarantee of advice.My role is to understand your current and future ambitions and then help you achieve your goals as easily and smoothly as possible through your integration into the partnership.If you would like to discuss starting your own financial advisory company and/or aligning your existing IFA business with ours please contact myself on 07780 493546.. Show less

Manchester, United Kingdom

marketed the services of this large national financial advisory company to individual financial advisers. Provided initial business processing support and on-going business development.

Education record

Education record