Senior Partner Practice of St. James's Place Wealth Management
Daniel Dunn joined St. James's Place Wealth Management in 1997, holding the Advanced Diploma in Financial Planning, he became one of the first Chartered Financial Planners with one of the most respected Wealth Management Companies.
Chartered status is the pinnacle for the financial planning professional and shows that Daniel has attained and maintained the highest and most prestigious level of professional achievement.
To his clients, be they Entrepreneurs, Professionals, Trustees or Families, he has become their trusted adviser.
Planning for the future, for family or business, is one of the most important steps you'll ever take. Daniel provides a personal service based upon excellence and integrity and will work with you to build and preserve your capital to help achieve your unique overall financial goals.
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.
Smith Jackson Wealth Consultancy Limited is registered in England and Wales, Number 08444827. Registered Office: c/o BTMR Limited, Century Buildings, 14 St. Mary's Parsonage, Manchester, M3 2DF, England.