Daniel advises clients on all aspects of their financial planning. He has worked in financial services for eight years now, with the previous six of these as an Independent Financial Adviser (IFA). He has worked previously for a large regional law firm as an in-house IFA and has also worked independently as a self-employed consultant.
He was recently recognised as one of the country’s leading financial planners, after being named as a finalist and runner-up in the Alternative Assets category of the Money Management Financial Planner Awards 2017. Money Management is the technical journal of The Financial Times for advisers.
He provides advice to a range of clients, from business owners, charities, health professionals, and politicians to executive officers of national and multinational companies, and has clients across the country.
Daniel is a member of Mensa, and has a number of outside involvements in the local community, sitting as a trustee of a local multi-academy trust school – looking after 250 teachers and thousands of pupils across a range of sites, as well as a trustee of Boston and South Holland Age UK.
In addition, he is President of the Boston Grammar School Alumni and cites working on behalf of his local community as one of his major passions.
The Merchants House
The White Hart
Telephone: 01775 717220
Fax: 01775 717225