0330 038 8939
Based in Totnes
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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: 17 July 2025
Daniel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel's status
2
Recent Client Reviews
Daniel has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 17 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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 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
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: 17 July 2025
Daniel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daniel's status
2
Recent Client Reviews
Daniel has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 17 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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 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
Dan joined RBC Brewin Dolphin in 2022 after a 14 year career in investment banking in the City of London - although he very nearly became a maths teacher. Following a long period of research and reflection, Dan decided to become a financial planner to pursue his joint passions of investing and education. Dan passionately believes that wealth should be a source of freedom and opportunity. He works with clients to build financial plans that allow them to pursue their most important life goals.
Offers available through VouchedFor
Contact Daniel through VouchedFor and your initial 30 minute 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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Adviser Disclaimer
The value of investments and any income from them can fall and you may get back less than you invested.