Daniel Burns of Capital Planning Partners Farm Long Lane, Yarmouth PO30 2NW
About the Business
Welcome to Daniel Burns of Capital Planning Partners, a premier financial institution located at Willow Barn, Farm Long Ln, Newport PO30 2NW, United Kingdom. Our institution is known for providing comprehensive banking, establishment, finance, insurance, and local government services, making us a one-stop-shop for all your financial needs.
At Daniel Burns of Capital Planning Partners, we understand that managing your finances can be overwhelming, but with our range of services, we aim to make it easier for you. Whether you're looking to open a new savings account, obtain a loan, or invest in a venture, our institution has got you covered.
As a bank, we provide traditional financial services such as deposits, withdrawals, and loan processing. Our experienced team of financial advisors is always on hand to assist you with your banking needs and guide you towards making the best financial decisions for your future.
We are also an establishment that provides financial planning services to help you take control of your finances. Through our comprehensive financial planning services, you can strategize to achieve your financial goals, including retirement, education, or wealth management.
Daniel Burns of Capital Planning Partners is an insurance agency that works to provide you with the necessary insurance coverage for peace of mind. Our range of insurance policies includes home, auto, and life insurance, among others, ensuring you have comprehensive insurance coverage.
As a local government office, we work closely with the community to provide you with specialized financial advice based on your specific needs. Our team of experienced financial advisors will help you identify the right investments while ensuring you are aware of any tax implications that may arise.
In conclusion, Daniel Burns of Capital Planning Partners is a point of interest for anyone who requires quality financial services. Our institution is committed to providing people in and around Newport with world-class banking, establishment, finance, insurance, and local government services. Contact us today to book an appointment and start your journey towards financial success.
Photos
Location & Phone number
Willow Barn, Farm Long Ln, Newport PO30 2NW, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
09:00 - 17:00
Sunday:
Closed
Reviews
"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."
"Following a series of talks with Phil Bonser financial advisor, I would highly recommend this service. We needed advice about helping a grown-up child to purchase a home. Obviously, we needed legal and financial advice, but there was also personal and ethical to consider. Being able to talk to someone impartial really helped. The absence of any hard sell gave us the confidence that our decision was made in our best interest. Due to restrictions, this was all done without face to face, but honestly, we could not have felt more comfortable. Great services from a thoroughly good human being."
"'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."
"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."
"Thank you for your help and advice. Much appreciated."
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