Danny has over 16 years of experience in various roles within St. James’s Place and is our Senior Advice Manager. He is responsible for advice curation, supporting our large advising team with advice propositions to clients, and ensuring that these are both compliant and the best advice that we can possibly offer, based on individual circumstances.
Danny also leads our Paraplanning team, personally specialising in all areas of Retirement Planning including safeguarded benefits and final salary pension transfers schemes. He has extensive experience working with Professional Clients and their very specific and unique requirements, as well as being very well-versed in Tax Planning and Inheritance Tax Planning.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.