Welcome and thank you for your interest in Daniel Burns Wealth Management

Daniel is delighted to announce that after long and careful consideration he has joined forces with Capital Planning Partners, a Senior Partner Practice of St. James's Place. The team at Capital Planning Partners is headed up by Martyn Pask, Managing Partner, who shares Daniel’s desire to provide the highest ethical standards and give the best possible service to all clients.  

For existing clients, nothing will change as the team will remain the same, with Daniel, Phil and Natalie, but with the added back up and resources of the wider team. There is one obvious and immediate benefit, which is a move to new and better offices. Still in Newport, but in a location, we think you will find more accessible and a better environment. The new address from March ’23 is: Capital Planning Partners, Willow Barn, Long Lane, Newport, IOW. PO30 2NW

Along with new offices, Capital Planning Partners brings added support and resources, and we look forward to sharing how this will also benefit you over the coming months.

You are now in the Capital Planning website, so please browse and let us know if you have any questions or if we can be of assistance. See the contact page for details.