Daniel Burke Wealth Management
Daniel Burke
DipPFS
Providing individuals, families and business owners across the UK, with solutions to accrue and protect their wealth in a way that best suits their personal needs.
About
Prior to starting work in the financial services industry, I graduated from Manchester Metropolitan University with Honours in International Business Studies in 2016. Following on from my graduation, I spent time working in France and the UK, in the travel, hospitality, banking and insurance sectors.
In 2019 the opportunity to join the St. James's Place Adviser Academy program arose, which enabled me to become a qualified financial planner. After leaving the academy, I spent time working within a Practice developing my skill set and increasing my knowledge base and expertise within the industry. This has allowed me to take the next step and set up my own financial planning business.
I enjoy the frequent and personal interaction that this role involves and the importance of helping clients reach their long term goals. I enjoy providing bespoke long-term advice with regards to retirement planning, protection planning, future investment planning, life cover and inheritance tax planning.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 18/04/2023
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.
