danielgorton

Dan Gorton

MBA, Chartered FCSI

I have been a Chartered Financial Adviser since 2008, and my focus is on building trusted relationships with individuals, families, and business owners to plan their financial future. My aim is to provide you with clear, straightforward advice to help ensure that your financial plans support the goals and aspirations you have, such as retirement, supporting your family or providing a legacy.

About

I have been advising clients on their personal finances since 2008, joining St. James's Place in 2016 after working as a Private Banker and Team Leader at Barclays Wealth and UBS Wealth Management. Prior to becoming a Financial Adviser, I had previous careers in the exhibition and event industry and as an officer in the British Army. I am a Chartered Fellow of the CISI and a Chartered Wealth Manager and my expertise covers the full range of personal financial needs, including retirement planning, inheritance tax planning, aspects of business exits and investment management. I also provide specialist pension advice to senior Police Officers and Prison Governors through their respective staff associations.

Promotions

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We have many years of experience in wealth management and we are dedicated to your financial well-being.

My team are dedicated to your financial well-being.
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Fiona Cox

Practice Manager

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Testimonials

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Dan has always been available to consult and gives a first-class service when called upon for my financial interests. Thoroughly recommended.

Gary Armstrong| Retired Dentist, Portstewart

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 16/06/2023

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.