Dan Buckland

DipPFS

Dan provides tailored financial advice across retirement, investment, estate, and protection planning. He takes a structured, insightful approach to understanding each client’s goals, values, and concerns before developing personalised strategies that support long-term financial wellbeing.

Dan brigs a high level of assurance to his advice, combining technical skill with a practice understanding of what clients need to feel secure in their financial decisions. 

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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.