Daniel White
FPFS Chartered Financial Planner
I have worked in Financial Services since 2001 and have built up a wide breadth of knowledge and experience.
Specialisms:
About
I am committed to my continual professional development and as a Chartered Financial Planner, I am able to offer comprehensive, professional and technically sound advice.
My expertise covers a broad spectrum of financial planning areas, however, I specialise in Pension Planning advice as well as Estate Planning.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The 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) 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 ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
