Looking after clients across the South West from our offices in Bridgwater, Bristol, Weston-super-Mare, Yatton, Wedmore and Clevedon
Daniel is a Chartered Financial Planner and Fellow of the Personal Finance Society. With over fifteen years of industry experience, he specialises in providing Independent Financial Advice to a wide range of individuals and families to help them achieve their desired future lifestyles.
He entered the financial services industry after graduating with a BSc (Hons) Business Administration Degree from Cardiff University, initially gaining experience working for a large FTSE100 company before joining a Financial Planning firm in 2011. Since then he has attained numerous qualifications and progressed from a technical back-office role to a client-facing advisory role.
Daniel is an Associate Member of Resolution, a community of over 6000 Family Lawyers and other Professionals committed to the constructive resolution of Family Disputes. He is one of only approximately 35 other financial professionals in the UK to hold the Resolution Specialist Accreditation as a financial expert in divorce work. Working in conjunction with Family Law Solicitors, Daniel can act as a financial neutral or provide bespoke Independent Financial Advice to those going through divorce or separation.
In his spare time, Daniel enjoys training for various cycling and running events. To counteract this, he enjoys indulging in Bristol’s many excellent independent restaurants.