Daniel Millership
DipFPS
Danny, a military veteran, is guided by four core principles: respect, integrity, service before self, and excellence. He believes these values are essential for building long-lasting relationships and applies them diligently in all aspects of his life. Danny's unwavering resolve to foster trust and understanding in every relationship is a testament to his commitment to these principles.
About
Danny's journey from military service to financial services is a story of resilience and dedication. After completing multiple tours in Afghanistan and questioning the mission's direction, he decided to pivot his career and follow in the footsteps of his parents, who boast over 60 years of experience in financial services.
With over five years of experience, Danny excels in putting his clients at the forefront of everything he does. He understands that no two people are the same, which is why he meticulously tailors his approach to meet individual needs and circumstances. Outside of work, Danny is an avid golfer and enjoys staying active.
Highlights:
- Level 4 Diploma in Regulated Financial Planning
- Working towards Long Term Care Planner
- Business & Financial Services Tutor for the Diploma in Professional Legal Practice at Dundee University
- On track to become a Chartered Financial Planner
Specialisms:
- Inheritance Tax & Estate Planning
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.
