Daniel Lees
Senior Financial Consultant
DipPFS Cert CII (MP)
What do you enjoy most about the work you do?
I like the variety of work and the people I work with.
What is something financial advisers have to deal with that you want to fix?
Excessive paperwork, I want to spend more time with my clients and less time behind the laptop.
What do you enjoy doing when you are not working?
Listening to and playing records.
What advice would you give to your teenage self?
Be yourself. It took some time to be comfortable with who I am.
Where would you be right now if you had zero obligations and money didn’t matter?
In a beach bar playing records at sunset.
What’s on your bucket list?
Travel South America.
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