0330 038 8942
Based in Rugby
View locationChecks 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: 18 April 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Daniel has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 8 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: 17 February 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.
10
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates 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
13
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 13 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 13 first impressions)
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: 18 April 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Daniel has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 8 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: 17 February 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.
10
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates 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
13
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 13 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 13 first impressions)
Managing Director of MDM Wealth Ltd and award winning Chartered Financial Planner. Specialist in Retirement Planning, Wealth Management, and Investment Services. Working with successful families, business owners, retirees, and those approaching retirement, we provide a comprehensive financial advice service, which aims to provide our clients with confidence that they can enjoy today, and tomorrow. Our goal is simple; to help you achieve your definition of financial freedom. We’ll show you your financial reality and give you clear strategies and solutions that provide you with the peace of mind that your future is in good hands. Outside of work you will find me socialising with friends and family, playing semi-professional rugby for Leicester Lions, or giving back to my community by educating my generation on personal finance via @dantalksmoney, sitting on the Coventry University Business School Advisory Board & Wealth Managment Mentorship Programme and hosting the Inside Coventry and Warwickshire Podcast.
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
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.