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St. James Place
Dan joined St. James’s Place as an Investment Consultant in 2012. He entered the profession in 1986 with Fidelity Investments and subsequently worked with M&G Fund Management and Towry Financial Services. His professional qualifications include the Diploma in Financial Services and Investment Management Certificate.
Dan liaises between our Investment Management team and Partners to ensure clients are kept fully informed about the ongoing management of their investment portfolios. He has a good knowledge of pension and estate planning and how these combine with investing to form a robust financial plan. He enjoys public speaking and regularly presents at client events and seminars on behalf of Partners.