Daniel De Block

Changing clients lives by managing their wealth I have worked in the Financial Services industry for over 17 years providing holistic financial advice and guidance. I provide lifestyle financial planning to my clients helping them to build, grow, protect or preserve their wealth. I pride myself in delivering an outstanding, bespoke client experience that ensures the advice I provide matches the life goals and aspirations of my clients. I believe the best advice is built up over long term relationships, in order to truly understand the needs of my clients. My advice covers all areas of wealth management, including retirement planning, wealth protection, savings and investment planning. I believe that helping clients understand their financial goals, providing personalised tailored advice then implementing planning strategies enables clients to change their stars and achieve their dreams. I really enjoying getting to know my clients. It’s fundamental to me to not just understand their financial position but to really understand their goals, dreams and future aspirations. This really helps me to understand what’s important to them and why. Putting these pieces together enables me to create a personalised financial plan, present my recommendations and then implement the agreed solutions. Everyone should have the opportunity to change their stars and achieve their dreams! Navigation Wealth Management are a Managing Partner Practice of St. James’s Place Wealth Management, a FTSE 100 company. Navigation Wealth Management 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Navigation Wealth Management is a trading name of Navigation Wealth Management Ltd SJP Approved 07/03/2023 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