Daniel Harris
APFS Chartered Financial Planner
Daniel provides clients with a holistic approach in various areas of Financial planning, specific to clients needs not just short term, but also forming part of a long term financial plan. He takes pride in maintaining a long-term relationship with his clients and to provide them with a source of trusted advice as their financial needs evolve over time.
Specialising in Investments, Retirement income strategies and Later Life Planning, working with large family groups and businesses to grow assets in a tax efficient manner.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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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.
