Partner Practice of St. James's Place Wealth Management
Prior to joining Capstone Financial Management, Danielle had a career in Banking dealing with European institutions and more recently as a Paraplanner within
St. James's Place.
She has a CII Diploma in Regulated Financial Planning and is now working towards Chartered status. Danielle enjoys working with and supporting our Financial Advisers to prepare written recommendations and delivering fantastic service to our clients.
Outside of work Danielle enjoys holidays, going to the gym, eating out with family and friends and long walks with her one year old Beagle.
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.
Capstone Financial Management Ltd is registered in England and Wales, Number 09225559. Registered Office: 35 St Thomas's Road, Chorley, PR7 1HP.