0330 038 8942
Based in Yarm
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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: 04 April 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Daniel has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 2 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: 05 February 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.
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Daniel has not yet added their qualifications to their profile
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
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: 04 April 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Daniel has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 2 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: 05 February 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.
Qualifications Uploaded
Daniel has not yet added their qualifications to their profile
Qualifications not yet added
Daniel has not yet added their qualifications to their profile
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
My aim is to provide a bespoke financial advice service for you, your family or your business, helping make the right decisions towards achieving a secure future. I look to provide a very personal service, to build long-term relationships with you and your family where I take the time to listen, understand, and get to know yours and your families’ future goals and aspirations, ensuring that I am always available to provide help, support and advice. I pride myself on providing a personal advice service in a way that is easy and simple to understand for all my clients. Based in Teesside, I look to service clients across the North of England, offering the highest level of professionalism and financial expertise in the comfort of your own home or office. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning. For more information on how I can support you, your family, your clients or your business then please do not hesitate to get in touch or visit my website. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 06/01/2025
£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).
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