Daniel Burns of Capital Planning Partners
DB
Financial Advisors
Daniel Burns of Capital Planning Partners
Willow Barn, Newport PO30 2NW
# Daniel Burns of Capital Planning Partners
Daniel Burns is a diploma-qualified financial adviser operating from Newport on the Isle of Wight, offering professional wealth management services as part of Capital Planning Partners, a Senior Partner Practice of St. James's Place. With over 20 years' experience in financial services, Daniel specialises in building long-term trusted relationships with his clients, drawing on his background rising through the ranks at Lloyds Banking Group before joining St. James's Place in 2013.
The practice serves a diverse clientele including company directors, business owners, professional partnerships, medical professionals, private clients and those approaching or in retirement. Daniel's approach centres on delivering bespoke, relationship-based financial advice tailored to help individuals, families and businesses fulfil their aims and aspirations whilst providing peace of mind about their financial future.
What distinguishes Capital Planning Partners is its access to enhanced resources and support through its Senior Partner Practice status with St. James's Place, one of the UK's leading wealth management groups. This partnership model allows Daniel to offer comprehensive advice across the full range of St. James's Place wealth management products and services, whilst maintaining the personal touch of a local, independent-minded adviser. Operating from the Isle of Wight, Daniel combines island-based accessibility with institutional backing, ensuring clients receive professional-grade financial planning with a personal understanding of local circumstances and needs.
Daniel Burns is a diploma-qualified financial adviser operating from Newport on the Isle of Wight, offering professional wealth management services as part of Capital Planning Partners, a Senior Partner Practice of St. James's Place. With over 20 years' experience in financial services, Daniel specialises in building long-term trusted relationships with his clients, drawing on his background rising through the ranks at Lloyds Banking Group before joining St. James's Place in 2013.
The practice serves a diverse clientele including company directors, business owners, professional partnerships, medical professionals, private clients and those approaching or in retirement. Daniel's approach centres on delivering bespoke, relationship-based financial advice tailored to help individuals, families and businesses fulfil their aims and aspirations whilst providing peace of mind about their financial future.
What distinguishes Capital Planning Partners is its access to enhanced resources and support through its Senior Partner Practice status with St. James's Place, one of the UK's leading wealth management groups. This partnership model allows Daniel to offer comprehensive advice across the full range of St. James's Place wealth management products and services, whilst maintaining the personal touch of a local, independent-minded adviser. Operating from the Isle of Wight, Daniel combines island-based accessibility with institutional backing, ensuring clients receive professional-grade financial planning with a personal understanding of local circumstances and needs.
Services offered
Financial planning for business ownersRetirement planning adviceWealth management for company directorsProfessional partnerships financial adviceMedical professionals tax planningPrivate client wealth managementInvestment portfolio managementEstate planning