Daniel Salisbury
Financial Planner @Capstone Financial
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WORK HISTORY
Financial Planner @Capstone Financial
Altrincham, GB
My role at Capstone Financial is to work closely with professionals and business owner clients to deliver effective financial plans that will help them achieve their financial goals and aspirations.I offer financial advice in the following areas:• Investment planning• Retirement planning strategies for pre and post retirement• Corporate and personal protection• Inheritance tax and estate planning• Personal and corporate tax planningThe 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 title \'Partner Practice\' is a marketing term used to describe St. James\'s Place representatives
EDUCATION
Lee Westwood Golf School
BTEC National Diploma in Sport, Sport
University of Birmingham
Applied Golf Management Studies, Golf
SKILLS
ABOUT DANIEL SALISBURY
As a Financial Planner for Capstone Financial, I love helping business owners, golfers…
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