Daniel is a Chartered Financial Planner who works out of our Poole and Southampton offices. He’s worked in Financial Services since 2002 and he specialises in retirement planning, trusts and estate planning, and tax-efficient investments.
He is passionate about helping his clients achieve their goals and supporting them on their lifelong financial journey. They value his knowledge, enthusiasm, and engaging approach to financial planning, whilst using relevant tools to help improve their understanding and decision making.
Daniel has a degree in Economics from the University of Kent in Canterbury and is an associate member of the Chartered Insurance Institute (CII).
He lives in the New Forest with his young family, and he enjoys time spent cycling in the forest, managing the garden, and cooking for his friends and family.