0330 038 8942
Based in Colchester
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Daniel John is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel John's status
Last checked: 10 April 2025
Daniel John is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel John's status
3
Recent Client Reviews
Daniel John has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel John has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 10 December 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.
6
Qualifications Uploaded
Daniel John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Daniel John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Daniel John has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daniel John has provided information on their typical fees
Daniel John has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel John (based on 11 first impressions)
100% of users who are not yet clients had a positive first experience with Daniel John
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel John (based on 11 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Daniel John is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel John's status
Last checked: 10 April 2025
Daniel John is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel John's status
3
Recent Client Reviews
Daniel John has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel John has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 10 December 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.
6
Qualifications Uploaded
Daniel John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Daniel John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Daniel John has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daniel John has provided information on their typical fees
Daniel John has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel John (based on 11 first impressions)
100% of users who are not yet clients had a positive first experience with Daniel John
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel John (based on 11 first impressions)
Daniel is a member of Willow Financial Planning Limited, a Chartered Financial Planners. Prior to joining Willow he worked at another highly regarded IFA practice in Essex for over 6 years and previous to that he ran his own successful IFA practice for just over 16 years. In all Daniel has 40+ years experience in both international and domestic financial services. We offer first class, comprehensive advice in all areas of financial planning for both individuals and companies alike. From individual investors looking for guidance through the maze of investment options available to employers looking to put in place the best possible benefits for their employees, no issue is to small or task to big. We work on a fee basis. All costs and options will be discussed at your first meeting which will normally be free of charge and without obligation. Daniel, like all of Willow's advisers, has a wealth of experience in all areas of personal and corporate financial planning, from protection and investments to mortgages and of course pensions. Considering pensions. The world of pensions has become more and more complicated and complex in recent times. As pension specialists we'll guide you through the multitude of options and alternatives currently available for both pre and post retirement planning. As a Pension Transfer Specialist Daniel is able to advise you on Defined Benefit/Safeguarded Benefit transfers although due to the complexity involved in this process the fees charged make it only realistically viable if the transfer amount is in excess of £ 150,000.00 and as such we will not give DB transfer advice for amounts of less than this. In addition, due to the requirements of our Professional Indemnity insures I am unable to advise either insistent clients or those under the age of 50 on Defined Benefit Transfer matters.
Offers available through VouchedFor
Contact Daniel John 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 John's clients
Based on responses provided by clients who have reviewed this adviser
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Willow Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA Registration No. 577482.