I began my career in Financial Services in 1991, as an Adviser for Legal & General. Following a move to Nationwide and then Lloyds TSB in 1995 where I enjoyed a 19-year career with them. Following redundancy from Lloyds TSB I have chosen to specialise specifically on the Paraplanning role and have been working with and supporting Daniel since 2017.

I have overall responsibility for the preparation and administration of financial reports for our clients, including investment & product research, fund & charges comparisons, obtaining illustrations and the use of analytical software to review a client’s existing arrangements. I work closely with Daniel and Natalie maintaining Workflow and Case Pipeline Management for the Practice.

As a Member of the St. James's Place Partnership, we have access to a number of key individuals within the St. James's Place Wealth Management Group, including those on this page, who play an important role in providing support to my business.

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Daniel Burns

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