danielsalt

Daniel Salt

DipPFS
Based in the Suffolk countryside, I offer a bespoke service to clients in East Anglia, London and the Home Counties. I also work with other Partners to offer a nationwide wealth management service.

About

With over 30 years' experience in the financial services industry, I provide bespoke wealth management advice on a face-to-face basis to individuals and their families, building long-term relationships to help ensure that family wealth is maintained for future generations.

I work with a team of fellow professionals to offer a holistic approach to wealth management encompassing a broad range of investment planning, Trusts* and retirement planning opportunities.

*Trusts are not regulated by the Financial Conduct Authority.

Promotions

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

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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 09/01/2025

The Partner 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.