What can Daniel do for you?
Skills and Areas of Advice:
- Pension & Retirement planning.
- Wealth Management.
- Inheritance tax planning.
- Protection policies.
- General Insurance.
Qualifications:
- DipFA – Diploma qualified for Financial Advice.
I have been employed with Beals Mortgage & Financial Services since early 2015, making my way from the Sales team where I was the first point of contact for the clients should they need to speak to our advisors, to our Estate planning team, where I specialised in helping clients with their Estate Planning needs (Wills, Lasting Powers of Attorney and inheritance tax planning) to more recently gaining my Diploma in Financial Advice.
As an Estate Planner, I specialised in providing clear, sound and transparent advice and solutions to our clients, whilst ensuring that they were making informed decisions regarding any of their Estate or Power of Attorney needs. Although I no longer offer a Will Writing service, I will continue to take this approach in my future career, looking at the full picture of a client’s needs, and therefore helping safeguard their and their family’s futures.
In my down time I enjoy music and travelling to new places, whilst I am a father to three young children.
Experience & Achievements:
- Achieved Diploma level status in Financial Advice.
- Member of the London Institute of Banking and Finance.
- Completed a comprehensive Will Writing Training Course with New Leaf Will Writers Federation .
Inheritance Tax Planning, Some Buy to Let Mortgages & Employee Benefits are not regulated by the Financial Conduct Authority.
