Daniel Denham
Daniel has been with St. James's Place in Wallingford since June 2007 and has a wide range of financial planning knowledge and expertise.
The majority of Daniel’s initial clients were young professionals and because of Daniel’s relationships with these clients, he now also looks after their parents, siblings and extended family, providing a full family solution. As a result, Daniel holds specific qualifications in Long Term Care planning and Inheritance Tax mitigation.
Daniel is committed to ensuring that his industry knowledge remains current and relevant by placing emphasis on his continual personal development. This, along with the dedication that he places on developing solid, long term relationships with his clients, ensures that he is able to offer a professional but personal service.
About
Daniel considers himself to be very efficient and is often fuelled by coca cola and roast chicken! He loves to ski and enjoys motorbikes and fast cars! He says that his favourite film is the 1984 ‘classic’ Top Secret, starring Val Kilmer but most of the office have never heard of it! Daniel’s favourite kids TV show was Tomorrow’s World, which probably won’t come as a huge surprise to those of you who know him!
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
