Dave Burns

I began my career in Financial Services at St. James's Place in 2022, and joined the Partnership and launched Burns Wealth Planning in 2023. Based in the City of London, I advise professionals in London and across the South-West. Having previously held Leadership roles, I have a keen eye and a passion for attention to detail. As a transferable skill, it has enabled me to utilise this in my clients’ financial solutions and plans. With a young family myself, I am passionate about helping others grow and preserve assets for their children / grandchildren creating intergenerational wealth, as well as guiding like-minded people and businesses. Whether this be via tax efficient investment planning, protecting individuals or assets, estate planning, or retirement planning, I provide bespoke advice which helps successfully guide our clients to financial stability. At Burns Wealth Planning, we want to create an in depth and detailed understanding of our clients aims, goals and aspirations. This enables us to tailor a bespoke plan to suit their specific needs. This goals-based planning approach is a vital part of the process and forms the foundation for strong financial plans. I achieve this by performing a full and objective review of all my client's aspirations and financial circumstances. From this I create the building blocks to form a robust financial plan. Helping clients make knowledge-led decisions, by educating them, using jargon-free language throughout the journey - is key pillar of our business model. Being a partner for life, not just wealth, is at the very heart of the business, underpinned by establishing long and lasting connections. As an individual, I remain committed to my core values of honesty, trust, and integrity and this is exactly what my client relationships are built upon. This is supported by my testimonials on VouchedFor whereby I'm proud to have a 5 star rating, being listed as a Top Rated Adviser in 2024: https://www.vouchedfor.co.uk/financial-advisor-ifa/isleworth/067722-dave-burns As featured in: - Professional Adviser Awards 2024 - Newcomer of The Year - The Times - The Mail on Sunday - The Telegraph With extensive skills, knowledge, and experience, I am confident in being able to support with all financial matters and specifically help people save to fulfil their long-term ambitions and protect themselves and their loved ones appropriately. Get in touch if you'd like me to help you identify you financial priorities and objectives, then develop a strategy to achieve these goals. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 29/03/2024