0330 038 8938
Based in Pudsey
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: May, 2021
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Daniel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel's status
Last checked: 14 March 2025
Daniel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel's status
31
Recent Client Reviews
Daniel has received 31 client reviews in the past 12 months; 97% of these have been verified
Verified reviews: 97%
Daniel has received 31 client reviews in the past 12 months; 97% 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: 09 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.
1
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daniel has provided information on their typical fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
65
Positive First Impressions
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 65 first impressions)
97% of users who are not yet clients had a positive first experience with Daniel
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 65 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Daniel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel's status
Last checked: 14 March 2025
Daniel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel's status
31
Recent Client Reviews
Daniel has received 31 client reviews in the past 12 months; 97% of these have been verified
Verified reviews: 97%
Daniel has received 31 client reviews in the past 12 months; 97% 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: 09 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.
1
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daniel has provided information on their typical fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
65
Positive First Impressions
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 65 first impressions)
97% of users who are not yet clients had a positive first experience with Daniel
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 65 first impressions)
My approach to financial planning always starts and ends with the what the client wants to achieve. The mantra I set myself is to at all times do the best thing for my client. I advise on all aspects of financial, investment and retirement planning for a range of private clients. Having read Psychology at university I am fascinated by human psychology and how this is centred in our decision making. I adopt a friendly straightforward approach to my role, aiming to empower my clients with informed decision making to fulfil their ambitions. I am considered a specialist in cashflow modelling and financial forecasting and help clients develop their plan on the track towards financial independence. Holding a position of responsibility in partnership with my clients, through thick and thin helping them achieve financial independence. I love working as part of an experienced team at The Private Office using the firms collective knowledge to deliver the highest possible standard of advice. Outside of work I am a keen cricketer and enjoy being outdoors keeping active.
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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