Senior Partner Practice of St. James's Place Wealth Management
Daniel has built Regency Financial Planning with the focus on providing a high quality, client-centred service.
He formed the company in 2012 with the objective of bringing together like-minded professionals to guarantee that client relationships are well maintained.
With over fifteen years’ experience in the industry, Daniel has a wealth of experience in all areas of financial services, though he specialises in inheritance tax (IHT) planning and in helping businesses to manage their finances. Some of the services he provides to business owners are;
Personal/ employee pensions planning
Key person and shareholder protection.
Utilising Business relief.
Business liability audits and aspects of exit strategy planning.
Daniel frequently works alongside clients’ own solicitors and/or accountants and his advice comes with the complete peace of mind of the St. James's Place Wealth Management Guarantee*.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
*St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group more details of which are set out on the Group's website at www.sjp.co.uk/products.
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.
Regency Financial Planning is a trading name of Regency Wealth Ltd. Regency Wealth Ltd is registered in England and Wales, Number 7970712. Registered Office: Unit 6 Calder Close, Calder Park, Wakefield, West Yorkshire, WF4 3BA.