Daniel Walker
Expertise & Qualifications
Daniel is highly technical, holding both Chartered Financial Planner status and the prestigious designation of Fellow of the Personal Finance Society (FPFS).
He specialises in highly complex retirement planning, Inheritance Planning, and Trust work. Daniel acts as a specialist resource within the firm while looking after our high net worth families, professionals, and business owners.
Professional Background
Daniel began his wealth management career in 2007 and was invited to join St. James's Place in 2013.
He is a graduate of Oxford University, having read Philosophy, Politics, and Economics (PPE), and started his career in financial services as a founding member of the Manchester office of the Bank of New York.
Personal Life & Interests
Daniel recently completed the conversion of a derelict barn into a new family home. He lives there with his partner, Steph, and their three children: Olivia, Emilia & George.
Passionate about football, Daniel coaches his daughters' team and has been Chairman of Golborne Sports FC since 2018.
Addresses
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.
