Daniel supports individuals & their families to optimise savings & protect both their health & wealth over the long term. Over the years Daniel has encountered a full spectrum of clients’ needs & requirements. From maximising retirement income, management of investments to tax efficiency and estate planning. Motivated by helping his clients achieve their financial goals and desires, Daniel prioritises his client relationships, identifying short, medium, & long term goals. Delivering practical, impartial, & unbiased financial advice.
As part of our expert team Daniel also has access to CII Chartered Advisers and specialists in, Divorce, Long Term Care, Equity Release, Mortgages as well as ISA’s, SIPPS & more generic products. In addition, he also supports small & medium sized businesses with Pensions, Employee Benefits & Tax efficient solutions, that only an FCA approved Adviser can access.
Danny is a Complex Pensions Transfer specialist, authroised & approved to advise on the most complicated Defined Benefit & Final Salary pensions schemes. He will soon achieve the CII Chartered Status, which will put him in the top 5% of Financial Planners by Qualification in the UK.
Today, with Alexander House Daniel enjoys the support and backup of a FTSE250 business called Quilter which ensures Advance quality is always maximised. Meanwhile he offers clients the choice between a traditional face-to-face meeting or a ‘virtual’ Teams/Zoom meeting while always ensuring clients are updated on progress throughout the advice process and performance of their portfolios there onwards.
Whether you are planning for retirement, accessing cash, protecting your family or simply are keen to reduce tax bill, Daniel is proud to provide professional and friendly financial advice.
Daniel has three young children and loves spending his weekends with them. His other passion is health and fitness, working out a few times a week. Although his rugby playing days are behind him, he is also a keen follower of sports and enjoys travelling when he has the chance.
Tyson Grove, Wakefield, West Yorkshire, WF2 9DY
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