Get to know Daniel
Daniel is a financial planner with a Diploma in Financial Advice (DipFA) and specialises in supporting clients in the pursuit of their financial goals.
Whether it’s investment planning, retirement strategies, or day-to-day financial management, he enjoys working closely with clients to provide clear, tailored solutions that meet their individual needs. Daniel is committed to offering expert advice focused on his clients’ best interests and takes pride in helping them feel confident about their financial futures.
Outside of work, Daniel enjoys long dog walks in the New Forest and is a passionate Formula 1 fan, following all the latest races and news.
In the spotlight
What do you think best describes the types of clients you advise?
The majority are at retirement, using their hard-earned funds to provide for a comfortable retirement, whilst remaining conscious of Inheritance Tax issues that might arise in the future.
What about your job is rewarding?
Helping clients move into a better financial position than when they started. Supporting people in making clearer, more confident decisions about their finances and seeing the positive impact of this over time.
The biggest misconception about financial planning is:
We are just here for investment performance – there is so much more to it than that!
Meet the rest of our team
Whatever stage you’re at, we’re here to guide you seamlessly through your financial planning journey.
Hawksmoor
Hawksmoor Investment Management is a UK-based investment manager providing discretionary portfolio management and multi-asset solutions. Their research-led approach supports advisers and clients in building portfolios that are carefully structured and actively managed. Learn more here.
Argentis insights
A compilation of resources to support your financial planning and long-term goals.
Certified Financial Planner
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and commit to the CFP Board to serve their clients’ best interests.
Qualifications
Diploma for Financial Advisers (DipFA)
This diploma is a high-quality route for meeting the standards required to provide financial advice. The programme is designed to reflect the role of an IFA, providing individuals with a thorough understanding of the profession and practical skills to apply in practice.
Managing Investments
This module teaches individuals the principles and theories associated with measuring investment performance. It covers managing investment portfolios to achieve client objectives.
Taxation, Trusts, and Tax Compliance
This module teaches individuals how to develop a taxation and trusts strategy within an ethical framework, and how to advise UK clients on taxation and the administration of trusts.
Award in Pension Transfers
This single module qualification attains the required knowledge and practical skills to excel when guiding clients on the pension transfer marketplace .
