Telephone: 0207 534 9870
Daniel is a Client Director looking after the needs of individuals, families and trusts.
Prior to moving to Somerset in 2003, he worked in Lloyds Private Banking's head office as an investment reviewer. After a spell with an IFA in Bridgewater, Daniel joined Tenon Financial Services as a Pensions Senior before joining Church House in 2006.
Daniel is a member of the Chartered Insurance Institute and has a Diploma in Financial Planning. Among other qualifications, he also has the CII Certificate in Life and Pensions. He is also a Chartered Member of the Chartered Institute for Securities and Investment.