0161 219 8576
Based in Manchester
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: June, 2020
4.8 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: 23 March 2025
Daniel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel's status
17
Recent Client Reviews
Daniel has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 17 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: 28 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
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 not yet added their fees to their profile
Fees not yet added
Daniel has not yet added their fees to their profile
35
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 35 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 35 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: 23 March 2025
Daniel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel's status
17
Recent Client Reviews
Daniel has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 17 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: 28 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
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 not yet added their fees to their profile
Fees not yet added
Daniel has not yet added their fees to their profile
35
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 35 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 35 first impressions)
Daniel works as a Financial Planner at Forvis Mazars, helping individuals and business owners achieve their ambitions and goals. Daniel has a keen interest and experience in; Financial Plans, Pensions, Investments, Savings, Protection, Mortgages, Business Planning, Business Protection and more. Over the past decade, Forvis Mazars has won a number of awards for quality and service and has been recognised as one of the Top Financial Planning Firms by the FT Adviser for the past 10 years. If you would like to discuss your own needs and objectives, please get in touch.
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
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Forvis Mazars Financial Planning Limited Forvis Mazars Financial Planning Limited is registered in England and Wales with registered number 3172233 and with its registered office at 30 Old Bailey, London EC4M 7AU. Forvis Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Forvis Mazars Financial Planning Limited is a wholly owned subsidiary of Forvis Mazars LLP, the UK firm of Forvis Mazars Group, a leading global professional services network.