About
Dan has 20 years’ experience in Financial Services and have been a Partner of St. James’s Place for 10 years.As Principal of Woodstock Wealth Management, he has built the business to be an approachable, down-to-earth Practice that helps companies and individuals meet their financial objectives for now and into the future.
Dan’s approach is consultative, exploring client’s life goals in-depth in order to recommend the appropriate solutions that will meet their individual needs.
His interests outside of the financial sector include competing in triathlons and watching most sports you could possibly name!
Organisation
