Shiel Wealth Management
Danny Shiel
FPFS, MBA
I have recently returned to the UK from Singapore where I was a qualified financial adviser dealing with business owners and senior executives. It is now my aim to help and guide UK returnees from South East Asia who are faced with understanding the opportunities (and challenges) of optimising their finances in the UK.
I believe that because of my experience in Singapore and as a Chartered Financial Planner in the UK, I am more readily able to help people like you make the most of your finances, allowing you to get on with the other parts of your life secure in the knowledge that your investment planning, retirement planning and inheritance tax planning are all taken care of in a first class professional manner.
About
Like many of my prospective clients, I have worked overseas for several years, mainly in Europe, Africa, the Middle East and South East Asia. This has allowed me to empathise with and understand the challenges faced by expatriates returning to the UK.
I have been a successful financial adviser for over 25 years and was part of a small group of professionals who became the first ever Chartered Financial Planners in the UK in 2005. I take the time to carefully understand my client’s aims and objectives and to put together a bespoke personal financial plan. We will meet regularly in future to ensure that this remains relevant and that you are on track to reach your goals.
What all this means to you is that working together with me will help you to build and enhance your family’s financial wellbeing, allowing you to more fully enjoy the years ahead.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
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 10/07/2023
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.
