Advanced Diploma in Financial Planning
Chartered Financial Planner
Daniel joined the company in July 2010 before becoming one of our registered financial advisers in 2015. In 2017 he qualified as a Chartered Financial Planner. Daniel advises a wide range of clients including business owners, retirees and trusts and also sits on the investment committee.
Daniel graduated from MMU with first class honours in Accounting and Finance. As part of his degree he spent just over a year working at Manchester Building Society in the mortgage underwriting and investment departments and for a brief period in the society’s commercial banking subsidiary.
In his spare time Daniel acts as a school governor and is a trustee of the Greater Manchester Youth Federation.