Hi, 👋🏻 I’m Daniel, and I’m a Financial Planner who wants to teach business owners, businesses and their families the skill of managing their finances in a thoughtful, proactive and purposeful way. I am a diploma qualified Financial Planner and an Entrepreneur.

I have over a decade of experience working for both large banks and small financial advisory practices -sitting on investment committees, training people and advising clients. Aiming to make sure people and businesses get the advice and education they deserve about money.

My success is down to approaching finance in a simple yet highly effective way – personalised,  empathetic, relatable and non-judgemental. Offering services ranging from financial planning,  cashflow modelling and a healthy money mindset and behaviours that match the individual and/or business.

When not in the office, you can find me with my family. When able, I support charities in fundraising. This has led me to doing some amazing things like sky-diving and trekking 26 miles along  Hadrian’s Wall in just under 8 hours. I also enjoy keeping fit and can be found at the gym regularly.

Connect with me on LinkedIn or email me on [email protected]