Daniel has worked in financial services since 2006, having worked for major UK Banks and Wealth Management firms dealing with predominantly high net worth individuals.   

Daniel has a detailed knowledge and understanding of financial products, markets and general life planning, and feels strongly about delivering a friendly and educational service to clients, built on mutual trust, to help achieve their financial goals and aspirations.    

Daniel has been advising since 2015 and in 2018, achieved the Advanced Diploma in Financial Planning to become a Chartered Financial Planner.  

Outside of work, Daniel enjoys spending time with his wife, daughter and son. In-between changing nappies, Daniel tries to keep active and enjoys playing 5-a-side football, tennis and attending his local gym. Where time allows, he also likes to socialise with friends and family