At Navigation Wealth Management our sole aim is to provide clients with the very best financial advice and ongoing service, putting clients needs at the heart of the business. Danny joined the Navigation team in 2016, undertaking and excelling at a number of roles within the business prior to becoming a Financial Adviser. Over this time he has gained a wealth of experience and has developed a true
passion for helping his clients achieve their aspirations. Danny truly believes in the value of sound, trusted advice and places the utmost importance on the individual’s needs and circumstances. He works closely with his clients to build and develop long-standing relationships, providing a bespoke approach across all areas of financial planning, including:
Protection
Investment Planning
Retirement Planning
Inheritance Tax Planning
Danny is committed to both his clients and his professional development and is working towards his 'Chartered Financial Planner' status. Outside of work, Danny loves to spend time with his family, friends and has a love for music and travel – usually in search of mountains, a beach or anywhere to observe a sunset. Navigation Wealth Management Ltd 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).
