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Get to know Daniel

Find out about our team members.

What do you enjoy most about the work you do?

The role is very varied, with many different associated responsibilities and tasks. Many different elements feed into the role, making it anything but monotonous. There is certainly not a dull moment.

How do you like to end the day?

Having put in a great shift over the day, leaving a few tasks in my inbox for the following day.

What advice would you give your teenage self?

The world has plenty of opportunities and different avenues across life. Whatever choices you make early on, there are enough pathways in the world to explore and discover; and you can learn from past mistakes. You may surprise yourself where you end up.

What’s one thing you’re currently trying to make a habit?

Keeping on top of exam revision and learning subject matter and the wider financial services industry.

What is on your bucket list?

Glastonbury, and travel the world and visit every continent. The world is a wonderful place to explore.

Where would you be right now if you had zero obligations and money didn’t matter?

I would still be working, having travelled across the world.

Meet the rest of my team

Deanda King

Senior Paraplanner

Emma Bolt

Senior Paraplanner

Harry Clayton

Consultant Support

Lee Clayton

Chartered Financial Planner, Managing Partner (Financial Consultant)

Susan Moss

Consultant Support

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