In January 2018, Daniel became authorised to provide financial advice and attained Chartered status.
Daniel’s clients include both current and former Partners of the Big 4 and the Magic Circle. He enjoys the variety afforded to him in helping his clients meet their individual financial planning needs, whether that be growing their portfolio to support their retirement, complex tax planning, mitigating IHT and, more often than not, a combination of all three.
Outside of work, Daniel is an avid follower of the England rugby team and tries to take to the pitch himself when he can. Aside from playing and following rugby, Daniel enjoys training in the gym, travelling and trying his hand in the kitchen.
Press coverage: Daniel recently gave portfolio advice to an Investors’ Chronicle reader who wants to maintain her current lifestyle in retirement. Dan talked the reader through various options on how to save for retirement tax efficiently, and also highlighted how ethical investments have become increasingly popular as part of a diversified portfolio. Read more…
Over the last 14 months of varying lock-down/home working I have noted how some organisations I deal with are hopeless at providing equivalent service levels from stay-at-home staff , whilst with other organisations they cope seamlessly . You are in the latter. Your service level to me has remained excellent wherever you are located.
It has quite literally changed our life putting our financial affairs in the hands of Saunderson House. No longer is my husband stressed and spending hours researching to ensure our previous advisors were doing the correct things, and I no longer have to worry about what would happen in the event of my husband being unable to take care of our finances. Thank you Tim and Dan.