We live in an ever-changing world. Change affects us personally, our family and our business. It affects stock markets, interest rates and the economic outlook. Change in legislation, taxation and regulation is reflected in the ceaseless development of new financial products and services.

This means that you need to review and adapt your financial plans and arrangements regularly.

Few people have the expertise, the time or the inclination to stay on top of it all. Most want a relationship with a trusted wealth manager to explain and help understand the issues and propose appropriate solutions.

Of the vast majority of even relatively affluent people, only about one third has a relationship with a trusted adviser. There could hardly be a clearer statistic to highlight the need for the services of St. James’s Place Wealth Management.

As a client of Daniel’s you can take comfort in the knowledge has become a trusted adviser to many Entrepreneurs, Professionals, Trustee’s and Families.