Daniel Burns of Capital Planning Partners - Newport

Daniel Burns of Capital Planning Partners

Daniel Burns is a highly regarded financial consultant and wealth manager based in Newport, on the Isle of Wight, in the United Kingdom. Daniel founded Capital Planning Partners, a company that specializes in providing comprehensive financial planning and investment management services to clients looking to secure their financial future.

Located at Willow Barn, Farm Long Ln, Newport PO30 2NW, Capital Planning Partners offers a wide range of financial services, including investment advice, pension planning, life insurance, and more. The company's dedication to personalized service and tailored solutions has earned them a solid reputation in the industry.

Some of the key features and services offered by Daniel Burns and Capital Planning Partners include:

• Financial consultancy for individuals and businesses
• Investment services and wealth management
• Pension planning and administration
• Life insurance and protection products
• Savings accounts and banking services

In addition to their professional services, Capital Planning Partners is committed to providing a comfortable and accessible environment for their clients. The office features a wheelchair-accessible entrance, car park, and toilet facilities, ensuring that all clients can access their services easily.

Moreover, Daniel Burns and his team at Capital Planning Partners are known for their prompt and insightful assistance, going above and beyond to meet their clients' needs. This dedication to exceptional service has earned the company a strong reputation and numerous positive reviews from satisfied clients.

With an average rating of 5 out of 5 stars on Google My Business, Capital Planning Partners is a top choice for anyone seeking a reliable and experienced financial advisor. Daniel Burns' straightforward approach and commitment to finding the best solutions for each client make him a valuable resource for those looking to secure their financial future.

Whether you are an individual seeking investment advice or a business owner looking to optimize your financial strategy, Capital Planning Partners has the expertise and personalized service to help you achieve your goals. Contact Daniel Burns and his team today to schedule an appointment and take the first step towards a secure financial future.

👍 Reviews of Daniel Burns of Capital Planning Partners

Chris C.

5/5

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.

Darren O.

5/5

'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.

Caitlin T.

5/5

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.

Debbie C.

5/5

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.

Corina S.

5/5

Thank you for your help and advice. Much appreciated.