0330 038 8942
Based in Paignton
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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: 16 May 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: 23 May 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.
Qualifications Uploaded
Daniel has not yet added their qualifications to their profile
Qualifications not yet added
Daniel has not yet added their qualifications to their profile
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
10
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 10 first impressions)
80% of users who are not yet clients had a positive first experience with Daniel
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 10 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: 16 May 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: 23 May 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.
Qualifications Uploaded
Daniel has not yet added their qualifications to their profile
Qualifications not yet added
Daniel has not yet added their qualifications to their profile
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
10
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 10 first impressions)
80% of users who are not yet clients had a positive first experience with Daniel
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 10 first impressions)
As an independent financial advisor, I am passionate about providing the highest quality advice with access to the whole market. Continued professional development is particularly important to me. I stay on top of legislative, product and provider changes throughout the industry to ensure that I can give all my clients up to date and relevant advice. I enjoy working with clients who have sustainable investment wishes, and all my clients receive holistic advice tailored to their individual needs. In my spare time, I enjoy spending time with my wife and two children, and when they allow me to, I like to swim, cycle and run as a keen triathlete.
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
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