Reviews of Daniel Burns Partner of St. James's Place Wealth Management. (Financial Consultant) in Newport (Isle of Wight).

Daniel Burns Partner of St. James's Place Wealth Management

5 Reviews

5 Comments

Financial Consultant

Financial consultant

St Cross Business Park, Innovation Centre, Newport PO30 5WB, United Kingdom

Description

Information of Daniel Burns Partner of St. James's Place Wealth Management, Financial Consultant in Newport (Isle of Wight)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Daniel Burns Partner of St. James's Place Wealth Management

Reviews of Daniel Burns Partner of St. James's Place Wealth Management

C. W.

Following a series of talks with Phil Bonser financial advisor, I would highly recommend this service. We needed advice about helping a grown-up child to purchase a home. Obviously, we needed legal and financial advice, but there was also personal and ethical to consider. Being able to talk to someone impartial really helped. The absence of any hard sell gave us the confidence that our decision was made in our best interest. Due to restrictions, this was all done without face to face, but honestly, we could not have felt more comfortable. Great services from a thoroughly good human being.

D. C.

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.

D. O.

'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.

C. T.

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.

C. S.

Thank you for your help and advice. Much appreciated.

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