Independent Financial Adviser
Diploma in Financial Planning
Daniel began his career in Financial Services over 10 years ago. Before co-founding Charles Daniel in 2010 Daniel worked as a Financial Adviser & Stockbroker in the Newmarket branch of Investment Firm Edward Jones from 1999-2009. He Graduated from Surrey University in 1997 with a BA Honours Degree in Marketing & Modern Languages.
Daniel is a member of the Personal Finance Society and has recently
been awarded the Diploma in Financial Planning. He is currently studying towards his Chartered Financial Planning qualifications.
Daniel specialises in Investment Advice and Retirement & Estate Planning.
Daniel lives in Fordham with his wife Michelle and their three children. Daniel is a keen sportsman and enjoys being an active member of his local church in Cambridge.