Daniel Karim

I am particularly delighted, that within the past few years, I have been able to help many clients who have approached me through the Vouchedfor web site. Astute individuals who have taken the time to source an experienced Financial Adviser, who has testimonials from existing clients. I must admit I love what I do for my clients. Discussing their financial aspirations, dreams of having future financial freedom offering the quality of life they desire. This passion for what I do has lasted over 20 years and is why my clients often remark that I always appear so cheerful, with a big smile on my face. Sadly, my first personal experience of the huge benefits of financial planning was as a result of my father's premature death. Although he had only undertaken some basic steps towards providing for the family's future, these steps went a long way to ensuring my mother was protected from severe financial hardship that would have lasted for the rest of her life. This experience only enhanced the passion I commit to my role as an Independent Financial Adviser. No matter what your background, how much you earn, how much you may or may not have to invest, I always offer my very best advice and service. It is as important to me, as I know it is to you, to help make your financial dreams become reality. Therefore, it is important I stress, that my financial planning philosophy is to work in partnership with you on an ongoing basis, creating and executing a personal strategic plan that matches your needs. I am direct, honest and treat everyone as I like to be treated myself. I often ask myself "would my mother be proud of me if I did that?".........the Mum litmus test always helps to ensure I try and do the right thing. My caring "down to earth" approach, including speaking in plain English, combined with my cheerful disposition, helps clients feel I am both approachable and genuine. If you are looking for an experienced, knowledgeable financial planner who genuinely cares about your financial future then please contact me..........I can promise you really won't be disappointed! My dream is for my clients to say "Daniel has made a huge difference to my financial situation and for those I really care for". I hope one day you will say that yourself. Daniel Karim: refreshingly different Get help to understand the best level of life, critical illness and income cover for you. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.