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Daniel Healey is listed as Managing Director at Capstone Financial at Capstone Financial, a company with 39 employees, based in Greater Manchester, England, United Kingdom. AeroLeads shows a work email signal at sjp.co.uk and a matched LinkedIn profile for Daniel Healey.
Daniel Healey previously worked as Managing Director at Capstone Financial and Executive Aquisition Manager at St. James'S Place Wealth Management. Daniel Healey studied at Northumbria University.
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AeroLeads found 1 current-domain work email signal for Daniel Healey. Compare company email patterns before reaching out.
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
Listed skills include Wealth Management, Financial Advisory, Financial Services, Wealth Management Services, and 35 others.
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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.
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.
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.
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.
Other employees you can reach at capstone-financial.co.uk. View company contacts for 39 employees →
Mei Woodcock Dipfa
Colleague at Capstone FinancialLiverpool, England, United Kingdom, United Kingdom
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Stephen Owen
Colleague at Capstone FinancialUnited Kingdom, United Kingdom
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Richard Goodier Dipcii
Colleague at Capstone FinancialUnited Kingdom, United Kingdom
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Andrew Williamson Dipfa, Chartered Alibf
Colleague at Capstone FinancialManchester, England, United Kingdom, United Kingdom
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Alan Worthington
Colleague at Capstone FinancialUnited Kingdom, United Kingdom
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Steve James Dipcii
Colleague at Capstone FinancialGreater Manchester, England, United Kingdom, United Kingdom
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Ian Taylor Dippfs
Colleague at Capstone FinancialBolton, England, United Kingdom, United Kingdom
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Tom Aitkenhead
Colleague at Capstone FinancialUnited Kingdom, United Kingdom
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Jo Stanner Mlibf Dipfa
Colleague at Capstone FinancialGreater Stoke-on-Trent Area, United Kingdom
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RB
Robert Beck Dippfs Cert Cii (Mp)
Colleague at Capstone FinancialUlverston, England, United Kingdom, United Kingdom
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Quick answers generated from the profile data available on this page.
Daniel Healey works for Capstone Financial.
Daniel Healey is listed as Managing Director at Capstone Financial at Capstone Financial.
AeroLeads has found 1 work email signal at @sjp.co.uk for Daniel Healey at Capstone Financial.
Daniel Healey is based in Greater Manchester, England, United Kingdom while working with Capstone Financial.
Daniel Healey has worked for Capstone Financial, St. James'S Place Wealth Management, Positive Solutions, and Milton Fc.
Daniel Healey's colleagues at Capstone Financial include Mei Woodcock Dipfa, Stephen Owen, Richard Goodier Dipcii, Andrew Williamson Dipfa, Chartered Alibf, and Alan Worthington.
You can use AeroLeads to view verified contact signals for Daniel Healey at Capstone Financial, including work email, phone, and LinkedIn data when available.
Daniel Healey studied at Northumbria University.
Daniel Healey is listed with skills including Wealth Management, Financial Advisory, Financial Services, Wealth Management Services, Retirement Planning, Inheritance Tax Planning, Pensions, and Strategy.
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