Daniel Elkington – Chartered: Investment Specialist

 Independent Financial Planner

 MT Financial Management Office

  01775 717220

  01775 717225

 daniel@mtfinman.co.uk

Started in Financial Services:

 

Status:

 

Qualification:

2008

 

Chartered Financial Planner

 

Fellow of The Personal Finance Society

Advanced Diploma in Financial Planning

Certificate in Discretionary Investment Management

Certificate in Securities Advice & Dealing

Dan started out as a telemarketer, then paraplanner for several IFA’s working for Positive Solutions under employment by a local general insurance brokerage.

He then became an IFA himself, working on a self-employed basis as part of a Sesame firm, before moving to work for a regional law firm as an in-house IFA, where he worked with private clients and with several professional legal staff to develop innovative and often unique legal solutions.

In 2017 he was nominated for a national award and came runner up in the Money Marketing financial planner of the year awards in the alternative assets category, in 2018 he came runner up in the Investment Companies planner of the year and third place in the Inheritance Tax planner of the year award. 2018 was the last year Money Marketing ran their awards. The money marketing awards were based on submissions of work and an in person viva of a case study set by the awarding body.

He is married, with two children and a dog.

He has recently begun his journey into Academia, starting a Master of Science research programme at the Manchester Metropolitan University and should have his results in by February 2020. His research topic related to behavioural economics, which enhances his ability to construct portfolio strategies for our investment-based clients.

His main hobby is wargaming, and he often attends tournaments to prove his mettle.

Get in touch with Daniel