Danny Wood

Danny Wood

Navigation Wealth Management Ltd

Minimum savings/pensions: Any amount

0330 038 8942
Based in Wakefield
View location

Verified since: June, 2021

5 out of 5

37 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 14 April 2025

    Danny and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • Recent Client Reviews

    Danny has not received any reviews in the last 12 months

    Danny has not received any client reviews in the past 12 months

  • Restricted Financial Adviser

    Last checked: 19 July 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

    Qualifications not yet added

    Danny has not yet added their qualifications to their profile

  • Transparent Fees

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    Danny has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Danny

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Danny (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 14 April 2025

    Danny and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • Recent Client Reviews

    Danny has not received any reviews in the last 12 months

    Danny has not received any client reviews in the past 12 months

  • Restricted Financial Adviser

    Last checked: 19 July 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

    Qualifications not yet added

    Danny has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Danny has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Danny

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Danny (based on 3 first impressions)

My passion is delivering bespoke financial planning without the jargon! I believe in providing real life, transformational advice to help you achieve your financial goals and objectives. Financial planning isn’t a ‘one size fits all’ and should be tailored to you, your financial journey and unique set of circumstances. What I do - Take the time to understand you and what is important - Help you navigate through major financial decisions whilst keeping it simple - Be a caring, considerate sounding board when making difficult financial decisions - Help you avoid ‘big mistakes’ when it comes to financial planning 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 xx/xx/xxxx

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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