Daniel Freeman
Freedom Wealth Management
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £50,000
0330 038 8938
Based in Bank
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2022
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 05 April 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
40
Recent Client Reviews
Daniel has received 40 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 40 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 05 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Daniel has not yet added their qualifications to their profile
Transparent Fees
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Daniel has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 05 April 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
40
Recent Client Reviews
Daniel has received 40 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 40 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 05 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Daniel has not yet added their qualifications to their profile
Qualifications not yet added
Daniel has not yet added their qualifications to their profile
Transparent Fees
Daniel has not yet added their fees to their profile
Fees not yet added
Daniel has not yet added their fees to their profile
I am passionate about making financial advice helpful, transparent and honest – both when dealing with individuals or corporate clients. I am used to working in complex situations and pride myself on my ability to solve problems quickly and efficiently. In my role as Practice Principal and Financial Adviser at Freedom Wealth Management I have built a proposition which fully supports individuals, families and businesses in every aspect of their financial planning. I am proud to stand at the helm of Freedom Wealth Management and take great pride in delivering services of great value to all of my clients. Honesty, integrity, responsibility, and courtesy are the principles that underpin everything I do and I believe that this is why we add such considerable value. The financial world is complex, fast-moving and difficult to navigate - this is where I can help you. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account any tax benefits. Alternative Assets can be invest in assets that are high risk and also be difficult to sell.
Offers available through VouchedFor
Contact Daniel through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
Based on responses provided by clients who have reviewed this adviser
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Mortgage value
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Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 15.11.2024