Prospera Wealth Management LLP
Senior Partner Practice of St. James's Place Wealth Management
Dan started work with St. James's Place Wealth Management in mid-2016, leaving Nottingham Rugby to pursue a career outside of professional sport. Dan was born in Australia and came to the UK in 2003, playing 13 years of professional rugby.
Dan accepted the invitation to join St. James’s Place Wealth Management as he has a passion for meeting a variety of clients and helping them achieve their financial goals throughout their lifetime. He strongly believes that the investment management approach and the amount of due-diligence put into the selection of our products and services, will allow him to provide his clients with the best opportunity to fulfil their financial goals.
Dan is currently sitting further exams to become a Chartered Financial Adviser, as he believes his continuing professional development is extremely important in allowing him to help achieve his clients' goals.
Dan also specialises in helping professional sports people, as he understands the transition out of sport can be difficult, but with the right planning and strategies the financial pressures can be minimised.
Outside of work Dan enjoys walks in the country side with his wife Hollie and their dog Simba, as well as swimming and playing squash.
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.
Prospera Wealth Management LLP is a Limited Liability Partnership registered in England and Wales, Number OC397369. Registered Office: Bubnell Hall Offices, Bubnell Hall, Bubnell Lane, Baslow, DE45 1RL. View the Members of Prospera Wealth Management LLP.