Daniel Clarke
Chartered Associate, ADV DipFA
Expert financial advice. Working in long term partnership with clients to build and preserve wealth for their families and estates.
About
I am a financial adviser with over 25 years of experience in finance, working previously at Goldman Sachs, Citi, DKW, and Nomura. I have a deep understanding of the markets and a proven track record of success. I am also passionate about helping my clients achieve their financial goals.
After a successful career in equity trading, I decided to start my own financial advice business. I wanted to use my experience to help individuals and families make informed financial decisions. I also wanted to create a more personalized and client-centric experience than is typically offered by large financial institutions.
I am committed to providing my clients with the highest level of service and support. I take the time to understand their individual needs and circumstances, and I work with them to develop a financial plan that is tailored to their specific goals. I also provide my clients with ongoing support and guidance as they work towards their financial goals.
If you are looking for a financial adviser who can help you achieve your financial goals, I encourage you to contact me. I would be happy to schedule a consultation to discuss your needs and how I can help.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
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.
SJP Approved 04/04/2024
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.
