Daniel Evans

Daniel Evans

Expert Wealth Management

Minimum savings/pensions: Over £250,000

0330 038 8939
Based in Witney
View location
Top Rated 2026
Verified since: April, 2024
4.9 out of 5

32 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 18 April 2026

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

  • 16

    Recent Client Reviews

    Verified reviews: 100%

    Daniel has received 16 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 28 April 2026

    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.

  • 5

    Qualifications Uploaded

    5 qualification certificates 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

  • 8

    Positive 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 8 first impressions)

About

I am a Certified and Chartered Financial Planner with over 10 years experience based in West Oxfordshire. Expert Wealth Management were the first to become a Chartered Financial Planner firm in Oxfordshire in 2010 and became a CISI Accredited Financial Planner Firm in 2020. We are the only Chartered and Accredited firm in Oxfordshire. In 2022 Expert was awarded Professional Adviser Firm of the Year UK and in 2023 we won Firm of the Year South East.