I actually spoke in person to Natalie Solley just a lovely voice and so personable pleasing lovely and reassuring with all of her knowledge and information she made me feel like a friend and not just a client She is obviously a crucial part of your great team and I am sure will succeed in her premonition of company growth and even more success
Daniel's straightforward and no-nonsense advice exceeded my expectations, and I'm grateful for his prompt and insightful assistance. I wholeheartedly recommend him to anyone seeking a reliable financial advisor.
Our experience of working with Phil Bonser at SJP was very positive. He was very helpful and spent time explaining all the information/options we had to make the right decision on our finances. He was always happy to help and was quick to respond with any queries we had along the way. Would highly recommend.
Following a series of talks with Phil Bonser financial advisor, I would highly recommend this service. We needed advice about helping a grown-up child to purchase a home. Obviously, we needed legal and financial advice, but there was also personal and ethical to consider. Being able to talk to someone impartial really helped. The absence of any hard sell gave us the confidence that our decision was made in our best interest. Due to restrictions, this was all done without face to face, but honestly, we could not have felt more comfortable. Great services from a thoroughly good human being.
'Very impressive' - Daniel is a dedicated and experienced Wealth Manager who is committed to providing clear financial advice and bespoke recommendations in relation to investments, retirement planning and tax structuring. He has a strong attention to detail and is very professional. In summary, Daniel comes very highly recommended.
Daniel is a highly experienced Financial Advisor who goes above and beyond for his clients. He explains things in plain English and is very personable and professional. I have no hesitation in recommending him.
Thank you for your help and advice. Much appreciated.
Daniel Burns of Capital Planning Partners is located at Willow Barn, Farm Long Ln, Newport PO30 2NW, UK
You can contact Daniel Burns of Capital Planning Partners at +44 1983 550555
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