Financial Planning Manager

Daniel has been working in Financial Services since 2008, originally starting work at a major UK bank in London. Working his way up from Cashier to Customer Adviser and later becoming Assistant Branch Manager, Daniel then left the bank in September 2015 to pursue a career in Financial Advice. He has completed several qualifications across a range of Financial Service areas, including Retirement and Estate Planning, Equity Release and Long-Term Care planning. Daniel later qualified as a Chartered Financial Planner in the spring of 2022 and then achieved the Signature Certificate in British Sign Language (Level 3) in the summer of 2024. He is passionate about expanding access of financial services to Deaf clients and BSL users in the future.

Daniel loves being able to help people better understand and grow their financial position and particularly finds it worthwhile when able to break down the often complicated, jargon-filled options for clients, enabling them to make positive decisions for their future.

In his spare time, Daniel enjoys taking part in fund-raising activities; he is an experienced “quiz-master” and enjoys taking part in charity walks through some of Britain’s most breath-taking landscapes.