Danni Watts-Jones is the Managing Director and has extensive knowledge of financial services. Danni has specialised in wealth management for over 24 years and in particular provides advice to the elderly and business owners. Coupled with this Danni also provides a personal bespoke service to the private individual. A wide range of wealth management services and plans are provided including Investment Planning, Mortgages, Protection, Inheritance Tax Planning. As an accredited member of the Society for Later Life Advisors, Danni is also qualified to provide advice to a sector of the community with unique needs and aspirations. She has a wealth of expertise and experience and prides herself in providing an invaluable service to clients. She is committed to building long-term, high trust relationships and clients feel that the advice she gives is of the highest standard. Not only does she meet her clients regularly, they are also invited to my client days where they find out more about what is happening in the world of wealth management. With an ever-changing environment and changing client circumstances, she feels that it is essential to write bespoke financial plans for clients so that they can achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.
She works closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that her clients receive the best advice available. It is not unusual for her to work alongside clients’ own professional advisers, making the process simpler and saving valuable time.
Because of her strong client focus, she builds her business solely on introductions, both from her private clients and from other long-standing professional relationships. Her clients are keen to recommend her to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received. Read more about what her clients have to say.
Charity is also important to Danni and she regularly gives up time to participate in events.
Outside of her business, Danni is an enthusiastic golfer & loves spending time with her family especially her young son.
Nanette Mantle is the client’s first point of contact within the company. Nanette is also the Branch Development Officer and as such, is responsible for marketing and client care. Nanette also has extensive knowledge of the mortgage and protection sector and is able to assist the clients with any queries they may have.
Terry Watts-Jones is a qualified practitioner in financial services and is able to assist the clients with queries, however Terry’s main role within the team is to oversee and assist on everything technical. Terry deals with all of the company’s information and technology and oversees and reviews the technical reports produced on behalf of the clients.