Partner Practice of St. James's Place Wealth Management
Before joining McMillan Wealth in January 2018, Dan began his career in the financial services industry working in customer services department for one of the UK’s largest pension administration firms as the first point of contact for their largest and highest profile Final Salary pension scheme. Here Dan became proficient in developing rapports with both customers and financial advisers by offering clear and concise solutions to a variety of queries.
Dan currently utilises his skills to assist advisers in the practice in all steps of business submission. He is also undertaking a Level 4 Diploma in Regulated Financial Planning with the London Institute of Banking and Finance in pursuit of his goal of becoming a financial adviser with McMillan Wealth in the near future.
Outside of McMillan Wealth, Dan is a keen music and sports fan and is (for all his sins) an avid follower of his native Portsmouth FC.
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.
McMillan Wealth Consultants Limited is registered in England and Wales, Number 09448900 . Registered Office: Arthur G Mead Ltd 4th Floor, Fitzrovia House, 153-157 Cleveland Street, W1T 6QW, England.