Dane Whiteley
DipPFS
With over 20 years experience in the financial sector Dane brings a unique proposition to Norfolk Wealth Management. Drawing on the various senior financial roles he has successfully held, he is able to offer full holistic advice across the extensive spectrum of Investment and Retirement Planning alongside a comprehensive offering of mortgages, life protection and related insurances.
Dane joined Norfolk Wealth Management in 2019 and has used his background as a Bank Manager with Lloyds, Mortgage Manager with Halifax and a Financial Adviser to build a significant client base. Today as a fully established Senior Wealth Adviser he is proud of the high value client portfolio he looks after.
Dane prides himself on the deep relationships he builds with his clients and their families and friends, his mantra is to always be there when clients need him.
Dane is a family man, he has two young children Max and Willow with his partner Amber and has a passion for sport, particularly golf and football.
Addresses
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.
