Nick Barnes has over 30 years of experience in Banking and Financial Services and has developed a wide range of expertise in the areas of Investment, Retirement and Tax Planning. Over the years he has provided advice to individuals and businesses as well as mentoring other advisers.
As a Fellow of the Personal Finance Society and a Chartered Financial Planner, Nick is qualified to the highest level and aims to provide his select clients with a superior quality of advice and service.
As owner of Barnes Wealth Management and a Partner Practice of St. James's Place Wealth Management, Nick can help his clients to benefit from a distinctive approach to Investment Management and a range of technical guidance rarely available through a single relationship.
Daniel joined the team in 2015. Since then, he has undertaken extensive training in St. James's Place's Next Generation Academy in order to become a qualified Financial Adviser within the Practice.
Daniel specialises in holistic wealth management; helping clients to build and preserve capital, manage cash and borrowings, and also protect against risk. He prides himself on the high level of service he provides, and is dedicated to building positive, long-term relationships with clients and their families.
Daniel lives in Wendover and enjoys fitness training and rugby.
As our Practice has continued to grow, Kate joined the team in 2017. Kate has a wealth of experience in office organisation and management, and is responsible for supporting the Financial Advisers, ensuring that quality and compliance are at the highest standard at all times. Kate also works within our team to offer clients a friendly and efficient point of contact.
Kate enjoys participating in a variety of different fitness classes, and enjoys long walks with her dog.