Daniel provides financial planning, pension advice and wealth management services to our corporate clients and their employees.
Daniel’s goal is to ensure that his clients understand the position of their finances and the options available to them. In understanding their objectives, he works with them on maximising their investment portfolios and utilising the most tax efficient strategies. From building a contingency fund to protecting their family against potential income loss and being aware of legislative changes, his experience and capabilities cover multiple facets of planning for their financial future.
Away from the office he enjoys travelling and playing golf.