Important information
Fun fact about Daniel
Daniel was undefeated as a white-collar boxer and once fought someone who represented Great Britain.
On the job
Daniel has more than 24 years of experience working with some of the world’s largest asset managers, including JP Morgan, Franklin Templeton, and Close Brothers, where he held senior roles.
Now a financial adviser, Daniel specialises in holistic financial planning, recognising that financial security involves far more than just managing investments. He works closely with clients to explore how they can be better off as a whole, addressing various aspects of planning that often go unnoticed. He is also the department head for tax-efficient investing and a member of our investment committee.
Life beyond work
Daniel cherishes spending time with his wife and daughters, especially as they grow older, so he jumps at every opportunity to share moments with them. Daniel stays active by playing football for a local veterans team, boxing (mostly against a punchbag or pads these days), and occasionally hitting the golf course.
Things Daniel likes
Spending time with my family
Relaxing in the sun
Playing football and exercising (when I am fit)
Food
Woodwork
Things Daniel dislikes
Exercising (when I am not fit)
My ever-expanding waistline
My ever-receding hairline
Unfairness
Not being able to call my mum anymore to tell her I love her
Our Team
The team you can count on
