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Daniel Westhead

DipPFS
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and friendly service.

About

I have enjoyed a full and varied career in the financial services industry and have been a financial adviser since 2003.

In December 2017 I accepted an invitation to join St. James's Place and established Westhead Financial Planning Ltd.

Outside of my business, I am a keen football fan and enjoy playing Tennis and socialising at weekends.

My 7 year old daughter keeps me busy with her ever increasing schedule of clubs and activities.

Based on the Wirral, we have been providing holistic financial advice primarily to teachers, educational professionals and their families in the Wirral, Chester, Cheshire and Merseyside area. In addition, we do offer advice to clients of all professions.

Individual meetings for financial advice in the comfort of your own home, or at work if preferred.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Corporate Services
SJP’s comprehensive range of Corporate Services helps entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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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, more details of which are set out on the Group's website.

SJP Approved 16/12/2022

The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Westhead Financial Planning Ltd is registered in England and Wales, Number 11058066. Registered Office: 5th Floor Walker House Exchange Flags, Liverpool, L2 3YL.