0330 038 8938
Based in Bank
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FCA Regulated
Last checked: 21 February 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
79
Recent Client Reviews
Verified reviews: 100%
Daniel has received 79 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 27 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Qualifications not yet added
Daniel has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
Daniel has not yet added their fees to their profile
3
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Daniel
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 21 February 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
79
Recent Client Reviews
Verified reviews: 100%
Daniel has received 79 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 27 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Qualifications not yet added
Daniel has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
Daniel has not yet added their fees to their profile
3
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Daniel
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 3 first impressions)
Danny’s financial services career started in 2012 and has grown to focus on pension and retirement planning advice as well as cashflow modelling services. In addition, Danny advises on tax-efficient income strategies and holistic financial planning.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Daniel's clients
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