“Daniel understood my long term goals and proposed a risk assessed plan to consolidate and invest my assets … [He] continues to achieve a very good financial performance despite the on-going challenges in the markets, not something I could have achieved on my own.”
Senior Executive, Surrey
“Daniel … [has] been very helpful with investing inherited money in a tax-efficient way, simplifying pensions, making maximum tax-efficient use of ISA’s and ensuring retirement was comfortable financially.”
Retired client, Surrey
“Daniel provided the focus and dedicated management required to optimise my financial resources. He has also proved invaluable advice and guidance over the last 10 years as my life circumstances and financial priorities have changed … It is fair to say that the outcomes exceeded my expectations.”
Senior Consultant, Surrey
“He has consistently managed to ensure we receive both income and growth in a well-balanced portfolio. … We have stayed with him through several employments and always look forward to his visits and recommendations. His approach is both professional and personal, explaining the issues and recommendations well. I have no hesitation in recommending him.”
Retired Clients, Dorset
“He helped me to think about what my personal objectives were and how far away from achieving them I was … I hope to continue working with Daniel for many years to come.”
As a Fellow of the Personal Finance Society and a Chartered Financial Planner with over 15 years experience in this field, I enjoy building relationships with clients and assisting them to make the most of their finances.
I joined Partners Wealth Management in March 2017 after my previous firm was taken over. I was attracted to PWM by the prospect of retaining independent advisory status and being able to provide an enhanced level of advice and service to my clients.
Service is often a factor for clients who have become disillusioned with their existing adviser. In recent times, I have seen an increasing number of clients leaving the investments arms of high street banks. The lack of a consistent adviser contact is a common gripe. Whereas, the on-going and personal provision of high quality advice to private clients is at the core of my role.
The majority of my advice concerns pensions and investments, with a particular specialism for those transitioning from the world of work to retirement. To support the quality of my advice, I also hold specialist pensions qualifications and am an Affiliate of the Society of Trust and Estate Practitioners (STEP).
I have been fortunate enough to build a loyal group of clients and will continue to nurture the relationships we have built as these grow and change.
I live in Reigate with my wife and three children, which does not allow much free time, although I do enjoy running, cycling and gardening when the opportunity arises.