Daniel Barnes
- Financial Adviser
- Barnes Wealth Management
- Trinity
“Daniel is a people person, who is as approachable as they come. A sports fan, and a food-lover, Daniel strives to ‘Always be the hardest worker in the room’. Chartered Financial Planner at Barnes Wealth Management, Daniel works hard to help his clients achieve their financial aspirations.”
As an Adviser in a family-run Wealth Management Practice, Daniel aims to build strong, long-term relationships with clients, whether individuals, families, or companies.
Working in Partnership with St. James’s Place, he is able to couple a small, personal atmosphere with the structure and support of a trusted FTSE 100 Wealth Management company.
We always begin our process with a no-obligation Financial Review, ensuring we listen to the specific needs of our clients – we appreciate that everyone is different.
Offering Guaranteed Financial Advice makes us distinctive. Our areas of specialism are:
> Retirement Planning;
> Investment Planning;
> Inheritance Tax Planning.
Barnes Wealth Management 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. Barnes Wealth Management is a trading name of Nick Barnes Wealth Management Ltd.
