Dan Montagu
DipPFS
Dan started work with St. James's Place in mid-2016, leaving Nottingham Rugby to pursue a career outside of professional sport. Born in Australia, he came to the UK in 2003, playing 13 years of professional rugby.
His key role as a Financial Adviser is to gain an understanding of a person’s current situation along with their future goals and objectives – before formulating a plan to help them to achieve these. Dan is focused on educating his clients, in a clear and jargon-free way, to allow them to make smarter financial decisions, culminating in them achieving their financial goals and future financial security.
Dan has a passion for meeting people and is committed to ensuring that they receive the best possible advice and support.
About
Dan firmly believes in intergenerational financial planning, and the importance of dealing with all members of the family tree, when helping wealth transfer to the next generation. He works with all individuals, families, businesses, and people across all different sectors, in particular:
Law Partners and Chartered Surveyors – where he can help plan for both medium and long-term goals and help ensure that any Pension/Investment provisions put in place utilise all available tax reliefs and allowances.
Directors of SMEs – where he can help the company and the individual in Protection Planning, Investment, and Retirement provisions. This planning allows for the most tax-efficient profit extraction for the individual and company.
Professional Sports People – as he understands from personal experience that the transition out of sport can be difficult, but with the right planning and strategies the financial pressures can be minimised.
Specialisms:
- Retirement Planning
- Investment Planning
- Protection Planning
- Corporate Services
- Intergenerational Wealth Management
Outside of work, Dan enjoys countryside walks with his wife Hollie, and their dog Simba.
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.
Testimonials
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.
