We’re delighted to welcome business professionals to our monthly guest events in and around Oxfordshire
Part of the Opendoorz family since Jan ’24
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, Complementary 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.