Daniel Westhead
DipPFS
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and friendly service.
About
I have enjoyed a full and varied career in the financial services industry and have been a Financial Adviser since 2003.
In December 2017 I accepted an invitation to join St. James's Place and established Westhead Financial Planning Ltd.
Outside of my business, I am a keen football fan and enjoy playing tennis and socialising at weekends.
My daughter keeps me busy with her ever increasing schedule of clubs and activities.
Based on the Wirral, I have been providing holistic financial advice primarily to teachers, educational professionals and their families in the Wirral, Chester, Cheshire and Merseyside area. In addition, I offer advice to clients of all professions.
Individual meetings for financial advice in the comfort of your own home, or at work if preferred.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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 21/11/2024
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.
