0330 038 8942
Based in Shipley
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: January, 2018
4.7 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: 04 May 2025
Daniel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel's status
6
Recent Client Reviews
Daniel has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 6 client reviews in the past 12 months; 100% 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: 14 March 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.
Qualifications Uploaded
Daniel has not yet added their qualifications to their profile
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Daniel has not yet added their qualifications to their profile
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
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Daniel
100% 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 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: 04 May 2025
Daniel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel's status
6
Recent Client Reviews
Daniel has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 6 client reviews in the past 12 months; 100% 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: 14 March 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.
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 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
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Daniel
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 10 first impressions)
As a founding partner of The Private Office, my portfolio includes entrepreneurial clients, owners of private companies, private clients, those approaching or at retirement and trustees. The advice I provide is predominantly focused around the disciplines of personal and corporate financial planning, investment portfolio management, Inheritance Tax (IHT) planning and mitigation, legacy and succession planning and cash based investments. I work closely with a trusted group of professional peers to provide a truly holistic service to clients which is both advice and solution orientated. With approximately 65 clients and advised assets of £70 million, my aim is to provide a Partner-led service that is augmented by other team members as and when required. This approach is essential to ensuring that my clients know that I can always be their first port of call for any query, big or small. Additionally, I am the Vice Chair of our internal Investment Committee (TPOIC) as a regular contributor and presenter on the global markets and asset allocation at seminars across Yorkshire. I also hold Chartered status in Marketing Management. I trained with a Harrogate-based firm of Independent Financial Advisers from 1997 before joining Chase de Vere Financial Advisers as an Area Manager and practising financial planner. I live in Rawdon with my partner and children. Whilst having a young family takes up most of my spare time, I also enjoy mountain biking, running and I am a proficient scuba diver.
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
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