Buy Time Financial Services Support

Danny joined the St. James's Place Partnership in 2007, working for a large London practice specialising in Professional Financial Clients. This gives Danny a very in-depth knowledge of the Professional Client process of investments through SIPPs and offshore bonds into funds external to St. James's Place, as well as the complex subject of taxation of offshore bonds. Danny's own specialist area is pension transfers, including Safe Guarded and Final Salary benefit transfers. Danny has completed thousands of transfers during his time with St. James's Place. During his time with BTFSS Danny has maintained a very high Quality of Documentation score of 90%+ As part of his many years of experience in the Partnership, he is well versed in Inheritance Tax Planning, VCT/EIS planning and tax planning in general. In his spare time Danny enjoys both watching and competing in sports, with particular interests in cricket, golf and football. He also loves to travel and has visited more than 60 countries and territories around the globe.

Elizabeth joined St. James's Place in 2008, initially as a PA to an adviser, she helped that practice grow to a multi-partner practice that Elizabeth became Practice Manager of. Elizabeth joined Buy Time in 2020 and is currently the PSS Team Leader providing ongoing Financial Planning and Administration service to our Clients whilst also mentoring, developing, monitoring and training PSS staff. During her time at St. James's Place Elizabeth has become Platinum Standard PSS and a St. James's Place Accredited Practice Manager. Elizabeth has a varied role within the business, from preparing documents, liaising with providers and clients, to submitting business. She is also able to update CFRs, submit fund switches, process protection applications, help with website set up and events planning. It is a challenging but enjoyable role that Elizabeth very much enjoys. In her spare time Elizabeth enjoys the theatre, concerts and is a keen football fan, however, she mostly enjoys spending time with her friends and family, in particular her little girl.

Sia is a hardworking and motivated individual who takes pride in her work. Sia joined the St James's Place Partnership in 2017 supporting numerous Partners in a large practice including working for a Founder Member and Principal Partner of St. James's Place. After graduating with a BA in Business Management, Sia worked at well known Financial Institutions including NATWEST and One Savings Bank. Sia has achieved Silver Standard Partner Support through working in capacities of a Practice Manager, Client Relations and PA in the SJP Partnership. Primarily her role comprises of providing support in research and portfolio analysis, meeting preps, liaising with pension and protection providers, Group protection on boarding and Pension uploads on providers portals, providing administrative support such as updating CFR's, obtaining Client information, keeping Clients informed of progress, arranging follow ups and review meetings and updating Sales Force. In her free time, Sia loves spending time with her family, travelling, eating out, films and theatre.