Daniel Burns
MIFS, DipFA
Daniel has over 20 years’ experience in financial services, focusing on building long-term trusted relationships with his clients and heads up our Isle of Wight office.
About
Daniel is a diploma qualified Financial Adviser based on the Isle of Wight. Living in the Isle of Wight his career began with Lloyds Banking Group where he rose to become a highly respected Consultant before being invited to join St. James's Place in 2013. As of January 2023 he has joined Capital Planning Partners, a Senior Partner Practice of St. James's Place - this partnership allows us access to greater resource and support as the Practice has grown considerably over the last 10 years.
Daniel says “At one time or another, most of us will need to seek financial advice. I am delighted to offer professional, bespoke, relationship based financial advice to individuals, families & businesses to help fulfil their aims and aspirations, as well as offering that all important “peace of mind” for the future.
Daniel was born and bred on the Island and lives in Newport with his partner Lisa, and 2 daughters Amelia and Evie. In his spare time he is a keen table tennis player.
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.
