0330 038 8939
Based in Blackwood
View locationChecks 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 Authority
Last checked: 10 April 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Daniel has not received any client reviews in the past 12 months
Daniel has not received any reviews in the last 12 months
Daniel has not received any client reviews in the past 12 months
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: 25 May 2020
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.
1
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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 not yet added their fees to their profile
Fees not yet added
Daniel has not yet added their fees to their profile
18
Positive First Impressions
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 18 first impressions)
89% of users who are not yet clients had a positive first experience with Daniel
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 18 first impressions)
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 Authority
Last checked: 10 April 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Daniel has not received any client reviews in the past 12 months
Daniel has not received any reviews in the last 12 months
Daniel has not received any client reviews in the past 12 months
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: 25 May 2020
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.
1
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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 not yet added their fees to their profile
Fees not yet added
Daniel has not yet added their fees to their profile
18
Positive First Impressions
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 18 first impressions)
89% of users who are not yet clients had a positive first experience with Daniel
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 18 first impressions)
Based in Blackwood, South Wales, I offer fully independent advice to existing and new clients. I believe it is important to understand your individual needs by taking the time to get to know you. I can then offer you specialist financial advice, tailored to your specific needs and objectives. I understand that financial decisions can be quite daunting. This is why I offer an honest and professional service explained to you in plain English, which will earn your trust in me both now and for the future. I have over 10 years of industry experience, and have been an IFA since 2016. I specialise in retirement planning, investments, inheritance tax planning and protection. I am passionate about building long term relationships with my clients and giving them outstanding service. On a personal level, I have two children Jack and Dylan who I like to spend time with playing football and rugby. I am also a keen golfer, and enjoy films and music.
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
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
The FCA do not regulate Inheritance Tax Planning