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.

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.