Office: 01225 308333
Mob: 07458 043919
Daniel is a Chartered Financial Planner and Fellow of the Personal Finance Society specialising in providing Independent Financial Advice to those going through divorce or separation.
With over fifteen years of industry experience, Daniel has helped many clients develop long-term strategic plans tailored to their financial situation, including planning for retirement, investment and estate planning and tax planning & wealth protection.
He is one of approximately 35 other financial professionals in the UK to hold the Resolution Specialist Accreditation as a financial expert in divorce work.
Daniel joined Mogers Drewett in March 2021 and focuses on financial planning for those going through divorce or separation. Daniel is an Associate Member of Resolution, a community of Family Lawyers and other Professionals committed to the constructive resolution of Family Disputes.
Daniel has a range of professional qualifications including:
• Resolution Specialist Accreditation
• Fellow of the Personal Finance Society
• Chartered Financial Planner
• Advanced Diploma in Financial Planning
• Certificate in Equity Release
• Certificate in Mortgage Advice
• Certificate in Investment Operations
Outside of work Daniel enjoys cycling, eating out, and spending time with family.