0330 038 8942
Based in Wickford
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: August, 2024
4.9 out of 5
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: 23 April 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Daniel has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 11 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 22 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 10 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 10 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: 23 April 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Daniel has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 11 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 22 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 10 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 10 first impressions)
After gaining my Diploma in financial planning with M&G Wealth Advice, I established my own advice business, Full Swing Financial Planning. My purpose is to help people understand their personal finances and enable them to achieve financial security now and later in life. I works closely with clients to understand their unique circumstances and provide expertise within retirement, investments, and estate planning to meet their financial goals. My client base is very diverse ranging from young individuals and company directors just starting their financial planning journey to much older individuals completing theirs. I feel deeply honoured to be given the trust to handle my client's private affairs and understand more closely their visions and aspirations. I believe the key to being a good adviser is having a reasonable level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients. Outside of helping my clients, I am a member at Top Meadow Golf Club and so enjoy waking up at the crack of dawn to play golf, but also grabbing a beer with friends at the local and binging the latest show with my partner. The advice recommendations we make are from a carefully selected range of products and funds. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for you. This is known as restricted advice.
Offers available through VouchedFor
Contact Daniel through VouchedFor and your initial 30 minute 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
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