At work
Daniel has been in financial services since 1987 beginning his career at Barclays International aged 16. He has been advising clients since 1998 when FPC qualified and became a stockbroker for American outfit -Edward Jones.
Daniel gives advice on all areas of financial planning, and helps solicitors with their divorce work, including assisting with mortgage capacity reports and pension sharing.
He enjoys building relationships with clients, many of which become professional friends and often end up helping the whole family.
He was recently a finalist in the Just Retirement 2023 Vulnerable Client Adviser of the Year awards.
At work
Daniel has been in financial services since 1987 beginning his career at Barclays International aged 16. He has been advising clients since 1998 when FPC qualified and became a stockbroker for American outfit -Edward Jones.
Daniel gives advice on all areas of financial planning, and helps solicitors with their divorce work, including assisting with mortgage capacity reports and pension sharing.
He enjoys building relationships with clients, many of which become professional friends and often end up helping the whole family.
He was recently a finalist in the Just Retirement 2023 Vulnerable Client Adviser of the Year awards.
At home
Daniel is married to Judith with two daughters, aged 21 and 17, and two greyhound dogs we have had since puppies – we have never raced them and they are couch potatoes.
Daniel’s active sporting life is now spectating. He enjoys watching football, tennis and cricket, with the occasional game of golf. His youngest daughter is a member of a theatre group and he has enjoyed many a time watching her shows.
Any other spare time is spent volunteering – during Covid Daniel was helping manage a local food bank. He is also a Trustee of the Purbeck Youth & Community Foundation.
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