Daniel has been with St. James's Place Wealth Management in Wallingford since June 2007 and 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.
Daniel is committed to ensuring that his industry knowledge remains current and relevant by placing emphasis on his continual personal development. This, along with the dedication that he places on developing solid, long term relationships with his clients, ensures that he is able to offer a professional but personal service.
Daniel considers himself to be very efficient and is often fuelled by coca cola and roast chicken! He loves to ski and enjoys motorbikes and fast cars! He says that his favourite film is the 1984 ‘classic’ Top Secret, starring Val Kilmer but most of the office have never heard of it! Daniel’s favourite kids TV show was Tomorrow’s World, which probably won’t come as a huge surprise to those of you who know him!
Due to the ongoing success of the Practice, Pawan 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.
After starting his career in the financial sector with Barclays in 2005, Pawan became a Financial Adviser in 2011 while working with Lloyds Banking Group. Most recently, he worked as a Financial Adviser for HSBC.
Pawan sees himself as loyal, generous and honest and is a fan of the three F’s – film, football and family. He would love to enjoy a dinner party with Arnold Schwarzenegger, George Best, Buzz Aldrin and Alex Ferguson. Pawan would feed this eclectic bunch on homemade lasagne followed by apple crumble and custard and all washed down with a beer!