Daniel Burns

Associate Partner

Business Owners

I specialise in providing advice to business owners so they can create financial independence for themselves and their families

Company Directors

I advise Directors and Senior Management who often have little time to manage their own affairs.

Retired

Making financial plans for your future or preparing the ground for the next generation is hugely important.

Contractors

As a Contractor, it is important you maintain financial stability and ensure that your hard earned money is working for you.

Medical

I have considerable expertise in advising GPs, Consultants and Dentists.

Sports

We have widespread experience of helping professional sportspeople to get the most from their financial opportunities.

Charities

We help charities create an investment strategy to meet their needs and objectives.