and support from
people you can trust.
Our clients tell us that they value the extent to which they can trust us: they know we have their best interests at heart – not just financially. They appreciate the very high quality of advice, our straight-forward transparent approach, and our friendly, caring manner.
This is all backed up by solid expertise and a wealth of experience. You can trust our independence too. We are a completely independent firm and all of our clients can be sure of impartial, unbiased advice.
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Paraplanner
Danny has worked in financial services since 2009, during which time he has built up a good level of experience and knowledge in all areas of financial planning.
In terms of qualifications, Danny has achieved both the Certificate and Diploma in Financial Planning and is working towards his Advanced Diploma with a view to becoming a Chartered Financial Planner in the future.
Day to day, Danny’s responsibilities include research, report writing and analysing financial forecasts for our clients.
Outside of the office, Danny has the misfortune of being a Sheffield Wednesday fan! He also enjoys watching and partaking in most sports, particularly cricket and golf.