Daniel Healey

Daniel Healey Email and Phone Number

Managing Director at Capstone Financial @ Capstone Financial
liverpool, liverpool, united kingdom
Daniel Healey's Location
Greater Manchester, England, United Kingdom, United Kingdom
Daniel Healey's Contact Details

Daniel Healey work email

Daniel Healey personal email

n/a
About Daniel Healey

As a non advising Managing Director of Capstone Financial, I am proud to be working with a team of 15 exceptional financial planners, supported by a 20 plus strong operations team.Our belief is that looking after our clients and providing them with the best advice & service to meet their individual needs is critical to the success of the business.With this in mind it’s important that we create an environment that all employees and advisers can reach their full potential. Therefore supporting “our people” and their development is paramount.We are always looking to speak to Financial Advisers who want to spend more time with clients to deliver the very best financial advice that will help improve the quality of life and provide peace of mind for those who seek our advice. We have invested heavily into a high calibre back office support team of administrators, paraplanners, marketing and client servicing to allow advisers to maximise their time with clients.If you would like to discuss working with Capstone Financial, please feel free to contact me via LinkedIn or on 07780 493546.Capstone Financial was awarded “Best Financial Adviser” at the Talk of Manchester Business Awards in 2023, 2020 and 2019.Our privileged position as a Partner Practice of St. James's Place Wealth Management. St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website at www.sjp.co.uk/products.Further information can be found at: www.capstone-financial.co.ukCapstone Financial 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. Capstone Financial is a trading name of Capstone Financial Management Ltd.SJP Approved 3/9/2024

Daniel Healey's Current Company Details
Capstone Financial

Capstone Financial

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Managing Director at Capstone Financial
liverpool, liverpool, united kingdom
Website:
capstone-financial.co.uk
Employees:
39
Daniel Healey Work Experience Details
  • Capstone Financial
    Managing Director
    Capstone Financial Apr 2019 - Present
    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
    View
  • St. James'S Place Wealth Management
    Executive Aquisition Manager
    St. James'S Place Wealth Management Jan 2015 - Mar 2019
    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
    View
  • St. James'S Place Wealth Management
    Senior Aquisition Manager
    St. James'S Place Wealth Management Jan 2012 - Dec 2014
    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
  • Positive Solutions
    Business Consultant - Financial Advisers
    Positive Solutions Mar 2008 - Feb 2012
    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.
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  • Positive Solutions
    Independent Financial Adviser
    Positive Solutions Nov 2004 - Jan 2012
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  • Milton Fc
    Football
    Milton Fc 1991 - 1995

Daniel Healey Skills

Wealth Management Financial Advisory Financial Services Wealth Management Services Retirement Planning Inheritance Tax Planning Pensions Strategy Income Protection Wealth Business Development Investments Investment Advisory High Net Worth Individuals Relationship Management Investment Management Savings Finance Financial Planning Retirement Protection Investment Strategies Holistic Financial Planning Financial Planners Sipp Critical Illness Personal Finance Strategic Financial Planning Estate Planning Asset Allocation Portfolio Management Wealth Accumulation Personal Financial Planning Fixed Annuities Equity Release Trusts Funding Residential Mortgages Pension Funds

Daniel Healey Education Details

Frequently Asked Questions about Daniel Healey

What company does Daniel Healey work for?

Daniel Healey works for Capstone Financial

What is Daniel Healey's role at the current company?

Daniel Healey's current role is Managing Director at Capstone Financial.

What is Daniel Healey's email address?

Daniel Healey's email address is da****@****p.co.uk

What schools did Daniel Healey attend?

Daniel Healey attended Northumbria University, Oulder Hill Community School.

What are some of Daniel Healey's interests?

Daniel Healey has interest in Skiing, Gym And Golf.

What skills is Daniel Healey known for?

Daniel Healey has skills like Wealth Management, Financial Advisory, Financial Services, Wealth Management Services, Retirement Planning, Inheritance Tax Planning, Pensions, Strategy, Income Protection, Wealth, Business Development, Investments.

Who are Daniel Healey's colleagues?

Daniel Healey's colleagues are Robert Beck Dippfs Cert Cii (Mp), Dipak Sarvaiya, Aimee Jeavons, Holly Tillyard-Smith, Alan Worthington, Stephen Owen, Deborah Newman.

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