Daniel Kelly

: 3A Market Place, Woodstock, Oxfordshire, OX20 1SY

: FCA Number: 576501

Woodstock Wealth Management, located in the peaceful town of Woodstock, Oxfordshire, is a reputable firm offering specialised financial planning services. Recognized by the FCA under registration number 576501, we provide expert advice on life and investments, retirement planning, final salary pension transfers, and other financial matters. Serving clients across surrounding regions, we are known for our regulated, client-oriented approach. Our primary goal is not just to offer financial advice but to work closely with our valued customers, helping them make informed decisions about their financial future. Our office can be found at 3A Market Place, Woodstock, offering a welcoming environment for first-time investors or those seeking specialised financial counsel.

Their team includes one financial adviser. Check FCA registration here.

Daniel Kelly are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Daniel Kelly from the Motorway

From the M40:
Proceed to junction 9 and take the A41 / A34 exit towards Bicester / Aylesbury / Oxford / Newbury.
Upon reaching Wendlebury Interchange, take the third exit onto A34.
Next, exit via A44 towards Oxford / Evesham / London / Cheltenham / A40.
When you arrive at Peartree Roundabout, take the fourth exit onto Woodstock Road/A44.
At Loop Farm Roundabout, make sure to take the first exit and stay on Woodstock Road/A44.
At the subsequent roundabout, take the second exit and continue on Woodstock Road/A44.
Upon arrival at Bladon Roundabout, take the second exit onto Oxford Road/A44.
Finally, make a slight left turn onto High Street. Your destination will be located on the left.

List of advisers under Daniel Kelly:

Daniel Kelly 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 http://sjp.co.uk/products

SJP Approved : tbc

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