Daniel Burns of Capital Planning Partners
10 Reviews
- Friday9 AM–5 PM
- Saturday9 AM–5 PM
- SundayClosed
- MondayClosed
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
About the Business
Welcome and thank you for your interest in Daniel Burns Wealth Management. | St. James’s Place Wealth Management |
Contacts
Website
Call Us
+441983550555
Willow Barn, Farm Long Ln, Newport PO30 2NW
Hours
- Friday9 AM–5 PM
- Saturday9 AM–5 PM
- SundayClosed
- MondayClosed
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
Features
- Wheelchair-accessible entrance
- Wheelchair-accessible lift
- Wheelchair-accessible toilet
- Toilets
Recommended Reviews
Chris Cowley
12.03.2024
Daniel Burns of Capital Planning Partners
Daniel's straightforward and no-nonsense advice exceeded my expectations, and I'm grateful for his prompt and insightful assistance. I wholeheartedly recommend him to anyone seeking a reliable financial advisor.
Corina Sewell
01.03.2024
Daniel Burns of Capital Planning Partners
Thank you for your help and advice. Much appreciated.
Caitlin Thomson-Harris
19.02.2024
Daniel Burns of Capital Planning Partners
Daniel is a highly experienced Financial Advisor who goes above and beyond for his clients. He explains things in plain English and is very personable and professional. I have no hesitation in recommending him.
Debbie Canavan
01.01.2024
Daniel Burns of Capital Planning Partners
Our experience of working with Phil Bonser at SJP was very positive. He was very helpful and spent time explaining all the information/options we had to make the right decision on our finances. He was always happy to help and was quick to respond with any queries we had along the way. Would highly recommend.
Darren O'Sullivan
16.12.2023
Daniel Burns of Capital Planning Partners
'Very impressive' - Daniel is a dedicated and experienced Wealth Manager who is committed to providing clear financial advice and bespoke recommendations in relation to investments, retirement planning and tax structuring. He has a strong attention to detail and is very professional. In summary, Daniel comes very highly recommended.
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Willow Barn, Farm Long Ln, Newport PO30 2NW
Daniel Burns of Capital Planning Partners