Denham Wealth Management LLP Senior Partner Practice of St. James’s Place Wealth Management
Financial Services - N/A, ENG, UK
Denham Wealth Management LLP Senior Partner Practice of St. James’s Place Wealth Management Employees
Denham Wealth Management LLP Senior Partner Practice of St. James’s Place Wealth Management Details
Denham Wealth Management LLP has been established in Wallingford since 2007, as a Partner Practice of St. James's Place Wealth Management. Daniel Denham and Pawan Thaker provide a comprehensive range of Investment, Protection, Retirement and Inheritance Tax advice through a personal financial planning approach. The long term, professional relationships that Daniel and Pawan develop with their clients is an important aspect within the Practice and these lasting relationships are built by determining their client's individual financial goals and objectives.Daniel Denham has a wide range of financial planning knowledge and expertise. The majority of Daniel's initial clients were young professionals and because of Daniel's relationships with these clients, he now also looks after their parents, siblings and extended family, providing a full family solution. As a result, Daniel holds specific qualifications in Long Term Care planning and Inheritance Tax mitigation.Due to the ongoing success of the Practice, Pawan Thaker joined the team in July 2016 as a Financial Adviser. Pawan was appointed to not only look after an allocation of existing clients, but to expand the business further with new client acquisition. He prides himself on the high level of service he provides his clients at all times and is committed to building long term relationships. Pawan specialises in holistic wealth management; helping clients to build and preserve capital, manage cash and borrowings, and also protect against risk.The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
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