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Daniel Burns Partner of St. James's Place Wealth Management
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Financial Advice Isle of Wight
Financial Advice Isle of Wight

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Financial Advice Isle of Wight

As an Associate Partner of St. James's Place Wealth Management I offer no obligation review meetings.

I provide financial advice to individuals, families and businesses across the Isle of Wight and I have access to the exclusive range of St. James's Place solutions to meet your short, medium and long term objectives. This includes the distinctive approach to investment management.

In short, I make sure your investment and retirement strategies work hard for you. If things go wrong, I make sure you/your family and/or your business is protected financially and finally when the time comes that you pass away, your money & assets go to your loved ones and not the HMRC.

All the advice I give is backed by St. James’s Place Wealth Management guarantee* giving my clients security and complete peace of mind.

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.

Who does that for you?

Please feel free to contact me for any questions or to book your no obligation review meeting.

Website: http://www.danielburnswm.co.uk

*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 on the Group's website at www.sjp.co.uk/products.

The Partner 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 Groups wealth management products and service, more details of which are set out on the Group's website at www.sjp.co.uk/products. The title Partner are marketing terms used to describe St. James's Place representatives.

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