Daniel is an Independent Financial Planner who works with private clients and business owners on pensions, investments, protection and broader financial planning.
With over 20 years' experience, he specialises in wealth management, financial planning, cash flow modelling and intergenerational estate planning for individuals, families and business owners.
Daniel works closely with clients and their families to help structure their financial affairs effectively, with a particular focus on protecting and transitioning wealth to future generations. He acts as a central point of contact, coordinating with each client's accountant, solicitor and other professional advisers where it helps, so the advice works as one plan rather than scattered conversations.
Daniel began his career as a stockbroker, gaining experience in business development, marketing and sales across multiple industries. Over a decade ago he transitioned into financial services, qualifying as a financial adviser and bringing that broad commercial background to bear in helping clients achieve their long-term financial ambitions.
Today, Daniel advises a wide range of clients, including families and business owners, with particular expertise in intergenerational wealth and estate planning. The aim is comprehensive financial and estate planning that builds lasting stability and preserves wealth across generations.