0117 295 0022
Based in Bristol
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2018
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Daniel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel's status
Last checked: 09 March 2025
Daniel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel's status
37
Recent Client Reviews
Daniel has received 37 client reviews in the past 12 months; 86% of these have been verified
Verified reviews: 86%
Daniel has received 37 client reviews in the past 12 months; 86% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 02 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
9
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daniel has provided information on their typical fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
68
Positive First Impressions
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 68 first impressions)
97% of users who are not yet clients had a positive first experience with Daniel
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 68 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Daniel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel's status
Last checked: 09 March 2025
Daniel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel's status
37
Recent Client Reviews
Daniel has received 37 client reviews in the past 12 months; 86% of these have been verified
Verified reviews: 86%
Daniel has received 37 client reviews in the past 12 months; 86% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 02 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
9
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daniel has provided information on their typical fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
68
Positive First Impressions
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 68 first impressions)
97% of users who are not yet clients had a positive first experience with Daniel
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 68 first impressions)
I advise private clients on every aspect of investment, retirement, financial and succession planning. A strong advocate of cash flow modelling, I specialise in bringing clarity to, and informing, complex financial planning and developing tailored strategies for retirement. I look after a variety of private clients, ranging from families to high net worth individuals; and trusts to charities. I adopt a systematic and compassionate approach to ensure clients understand all aspects of their financial planning; and provide a bespoke strategy to ensure longer-term objectives are achieved. Prior to joining The Private Office in 2017, I worked as an adviser and have been within financial services since University. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society; and engage in many of specialisms within financial planning, such as defined benefit pensions, equity release and long-term care insurance. Originally from Gloucestershire, I read History at University prior to joining the financial services industry. In my spare time, I have a keen interest in travelling, history and rugby.
Offers available through VouchedFor
Contact Daniel through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Daniel's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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