Daniel Gilligan

Daniel Gilligan

HCI Chartered Financial Planners

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8942
Based in Deeside
View location

Top Rated 2025
Verified since: December, 2024

4.8 out of 5

99 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 06 March 2025

    Daniel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel's status

  • 50

    Recent Client Reviews

    Verified reviews: 100%

    Daniel has received 50 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 02 January 2025

    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.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Daniel has not yet added their fees to their profile

  • 14

    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 14 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 06 March 2025

    Daniel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel's status

  • 50

    Recent Client Reviews

    Verified reviews: 100%

    Daniel has received 50 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 02 January 2025

    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.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Daniel has not yet added their fees to their profile

  • 14

    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 14 first impressions)

Daniel is an experienced Independent Financial Adviser at HCI Chartered Financial Planners, who is committed to helping clients navigate their financial journey with confidence and clarity. With a deep understanding of financial planning and investment strategies, Daniel takes a holistic approach to creating tailored solutions that align with each client's unique goals and circumstances. Known for his approachable and client-focused style, Daniel builds lasting relationships based on trust and clear communication. He is passionate about empowering his clients to make informed decisions, whether it's planning for retirement, managing wealth, or preparing for life's milestones. Daniel has achieved the Diploma in Regulated Financial Planning, and he is studying towards Chartered Financial Planner status. Daniel is married to his wife Laura, and they have three young children together. In his spare time, he also enjoys playing football and golf where possible.

£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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Clients' level of financial expertise

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