Daniel Barnes / Barnes Wealth Management
Working with individuals, families, and businesses requiring a trusted source of financial advice.
As an Adviser in a family-run Wealth Management Practice, I aim to build strong, long-term relationships with all of my clients, whether individuals, families, or companies. Working in Partnership with St. James’s Place, I am able to couple a bespoke, personalised service, and face-to-face reviews, 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:
Inheritance Tax Planning