"Daniel Dunn joined St. James's Place Partnership in 1997, holding the Advanced Diploma in Financial Planning, he became one of the first Chartered Financial Planners with one of the most respected Wealth Management Companies.

"To put his achievement in perspective: of the 90,000 individual members of the Chartered Insurance Institute, there are only around 2% with this status*.

"Chartered status is the pinnacle for the financial planning professional and shows that Daniel has attained and maintained the highest and most prestigious level of professional achievement.

"To his clients, be they Entrepreneurs, Professionals, Trustees or Families, he has become their trusted adviser.

"Planning for the future, for family or business, is one of the most important steps you'll ever take. Daniel provides a personal service base upon excellence and integrity and will work with you to build and preserve your capital to achieve your unique overall financial goals."

*CII.co.uk 06/08/2009

Adrian Reid
Development Manager
St. James's Place Wealth Management plc

*Source - www.cii.co.uk and www.thepfs.org

Working with other specialists I often work alongside clients’ own solicitors and accountants providing a complementary service and a fresh perspective to ensure that all aspects of their financial affairs are considered.     more