Daniel Lea

Daniel Lea

The Private Office

Minimum savings/pensions: Over £250,000

0330 038 8938
Based in Pudsey
View location
Top Rated 2026
Verified since: May, 2021
4.8 out of 5

217 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 14 January 2026

    Daniel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel's status

  • 42

    Recent Client Reviews

    Verified reviews: 100%

    Daniel has received 42 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 08 December 2025

    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

    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 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

  • 86

    Positive First Impressions

    98% of users who are not yet clients had a positive first experience with Daniel

    98% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 86 first impressions)

My approach to financial planning always starts and ends with the what the client wants to achieve. The mantra I set myself is to at all times do the best thing for my client. I advise on all aspects of financial, investment and retirement planning for a range of private clients. Having read Psychology at university I am fascinated by human psychology and how this is centred in our decision making. I adopt a friendly straightforward approach to my role, aiming to empower my clients with informed decision making to fulfil their ambitions. I am considered a specialist in cashflow modelling and financial forecasting and help clients develop their plan on the track towards financial independence. Holding a position of responsibility in partnership with my clients, through thick and thin helping them achieve financial independence. I love working as part of an experienced team at The Private Office using the firms collective knowledge to deliver the highest possible standard of advice. Outside of work I am a keen cricketer and enjoy being outdoors keeping active.