Senior Partner Practice of St. James's Place Wealth Management
Dan started his career in the financial services industry in 2000, after having completed a degree in Business Economics; a logical next step. Dan has previously undertaken roles within management and as a financial adviser. Whilst already qualified as a financial adviser, Dan continues to study to maintain high standards of knowledge achieving Chartered status in 2019; an accreditation demonstrating further advanced knowledge and professionalism.
By specialising in all areas of financial planning, Dan is able to meet the needs of clients and provide a comprehensive review service to ensure that plans are suitable now and for the longer-term. More recently, Dan gained the SOLLA accreditation, Society of Later Life Advisers and can advise clients in the specialist area of later life care.
Outside of working hours, Dan is keen on keeping fit, cooking, gardening, walking the dog, Bella as well as getting away on the occasional holiday somewhere hot. He also spends as much time as he can with his soon to be husband James and their expanding brood of nieces and nephews.
Contact Daniel Francis - Chartered Financial Planner
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Blackwater Wealth Management Ltd is registered in England and Wales, Number 8293846. Registered Office: 64 Maldon Road, Danbury, Chelmsford, Essex, CM3 4QL, England.