Daniel Thompson
Daniel Thompson
As a Chartered MCSI Wealth Manager and business owner, Dan Thompson began working with St James's Place when he founded Sovereign Wealth Midlands in the UK. His goal is to deliver a personalised and efficient Wealth Management service to business owners, directors, corporates and high-level executives throughout the UK and Middle East.
With a master's degree in Financial Risk Management from the University of Nottingham, Dan has over 10 years’ experience in advising clients. Previously acting as a Stockbroker and Discretionary Fund Manager in the early stages of his career.
About
Dan places an emphasis on long term meaningful relationships with his clients and has a strong and proven track record in the area, especially within the corporate world and wider business community. He prefers to deliver a more direct, straight-talking and honest approach to providing advice, leaving out all the jargon.
Dan is a member of the Chartered Institute for Securities and Investment (CISI), holding the Private Client Investment Advice & Management qualification acquiring Chartered Status back in 2014. In addition, he also holds the CISI’s Investment Advice Diploma Securities Certificate and Level 4 Diploma in Professional Financial Advice.
He offers a no-obligation initial consultation and if he can’t help you, he will certainly point you in the right direction.
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More about St. James's Place
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
Members of the St. James's Place Partnership in the Dubai International Financial Centre (DIFC) represent St. James's Place (Middle East) Limited, which is regulated by the Dubai Financial Services Authority (DFSA) Firm Reference Number F003486 and is authorised to conduct the Financial Services of ‘Advising on Financial Products’ and ‘Arranging Deals in Investments’.
The ‘St. James's Place Partnership’ and the titles ‘Partner’, ‘Senior Partner’, ‘Principal Partner’, ‘Managing Partner’, and ‘Partner Practice’ are marketing terms used to describe the representatives of the St. James's Place Wealth Management Group Limited, including St. James's Place (Middle East) Limited.
