Daniel Barnes
BA (Hons) APFS
Daniel specialises in:
- Investment Planning;
- Retirement Planning;
- Business Owners;
- Inheritance Tax Planning.
As a Chartered Financial Planner, Daniel loves helping clients to build and preserve their wealth, modelling their cash-flow to better understand their future outcomes, and also protecting them against risks to their family or business.
Daniel works mostly with business owners, individuals and families in Buckinghamshire and Oxfordshire, and enjoys fitness training and rugby.
He is also the proud owner of our “motivation executive” Labrador, Willow.
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.
Accreditation
