Daniel Payne

I am an independent Chartered Financial Planner, providing financial advice for over 25 years. I am passionate about helping my clients, always aiming to give the best possible independent advice and exceptional service. I am also keen to have a fantastic relationship with all of my clients, being a key part of their life and future plans, being a trusted contact and speaking regularly. I have worked with clients and businesses across a spectrum of wealth and situations, advising everyone individually and sensitively in line with their personal views and objectives. I aim to provide my clients with knowledge, monitor their implemented strategies, and fulfil their objectives through carefully considered financial planning. I then actively review their circumstances over time, taking account of any changes they may have had, the economic situation and the financial marketplace. I started in the industry after completing a Financial Services degree in 2001, initially working in London for 9 years before returning to the Midlands. Recognising the importance of developing my skills and knowledge for my clients, I achieved Chartered Financial Planner status in 2014, the gold standard for IFAs, with a particular expertise in pension, investment and protection planning for individuals as well as for businesses and company Directors. I also work alongside many Accountants and Solicitors to ensure that my clients have the best professional care when required, as well as adding value with existing relationships with other professionals. Outside of work, I enjoy spending time with my wife and two sons, including coaching rugby (my playing days are very much behind me!) and going to the gym. I also enjoy watching films, comedy, eating out, and music, playing various instruments (although not great at any of them!).