0161 300 0019
Based in Altrincham
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: May, 2025
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 14 May 2026
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
37
Recent Client Reviews
Daniel has received 37 client reviews in the past 12 months; 97% of these have been verifiedVerified reviews: 97%
Daniel has received 37 client reviews in the past 12 months; 97% 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: 27 May 2026
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.
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About
I am a Chartered Financial Planner and Certified Financial Planner having worked at Depledge SWM for over 9 years, with a First Class Honours degree in Mathematics from Durham University. I work with a wide range of people on their Financial Planning requirements, from younger families to those to those approaching or in the early stages of retirement and to people thinking about their future estate and planning for the wider family. I enjoy working with people on all aspects of their Financial Planning, including protection, investments, retirement and estate planning, and the key for me is to spend time understanding what a person wants to achieve with their money. Please don't hesitate to get in touch to find out how we might be able to help you.