Partner Practice of St. James's Place Wealth Management
Dan has over 20 years of experience in the financial advisory/wealth management sector; from being a financial adviser and running his own company to being in a senior management position within a FTSE 100 wealth management company. This experience has given him a thorough understanding of building a business that delivers exceptional clients outcomes. This starts with its "people" and its "culture" and he is a big believer in getting the right people and retaining them.
As a business is the sum of its people he looks to recruit and retain the highest quality individuals with the right core values, in particular the client comes first.
Dan is currently working closely with the senior management team on the 2025 vision, which sees the company expanding and the client experience continuing to be exceptional.
Outside of work Dan enjoys going to the gym, playing tennis and spending time with the family.
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.
Capstone Financial Management Ltd is registered in England and Wales, Number 09225559. Registered Office: 35 St Thomas's Road, Chorley, PR7 1HP.