I help business owners and individuals on the Isle of Wight take control of their financial future.Financial Adviser Isle of Wight.I am a diploma qualified Financial Adviser based on the Isle of Wight and I have over 20 years’ experience in the industry. Living on the Isle of Wight my career began with Lloyds Banking Group where I rose to become a highly respected Consultant before being invited to join St. James's Place Wealth Management. As of January 2023 I have joined Capital Planning Partners, a Senior Partner Practice of St. James's Place - this partnership allows us access to greater resource and support as the Practice has grown considerably over the last 10 years.Our offices are located at Willow Barn, Long Lane Farm, Long Lane, Newport, Isle of Wight. PO30 2NW.My sole focus is on helping you achieve or maintain financial security for you and your loved ones. Based on core values of the utmost professionalism, and, perhaps most importantly, integrity and trust, I will help you develop a strategy to meet your financial objectives and aspirations both now and in the future. I am committed to building long-term, trusted relationships so all my clients feel that the advice I give is of the highest standard. I also recognise that each one of my clients is unique and therefore I provide a service, tailored to your own financial needs.My Services include:•Investment Planning•Family and Business Protection (life, critical illness, income protection, health insurance, key man insurance and shareholder protection planning)•Retirement Planning & Annuities•Tax and Trust Services•Inheritance Tax & Estate PlanningPlease feel free to contact me for any questions or for a no obligation review.Website: www.danielburnswm.co.ukTrusts are not regulated by the Financial Conduct AuthorityThe Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives. Capital Planning Partners is a trading name of Capital Financial Advisors LLP, a Limited Liability Partnership registered in England & Wales.SJP Approved 5/1/2024
Listed skills include Investments, Retirement Planning, Wealth Management, Bonds, and 27 others.
