“There are so many things that we can do to help clients, but we start with a meeting to go through absolutely everything so that we can plan to meet their objectives.”
- Locations
- Glasgow
A key member of our growing Financial Planning team in Glasgow, Daniel provides advice to both individuals and families on pensions, wealth protection, ISAs and estate planning.
Daniel is focused on helping clients identify and then meet their investment objectives whatever changes to financial legislation may be introduced and whatever the prevalent market conditions. The Financial Planning Team works hard to support clients and provide answers to any queries, whether that’s online, by telephone or face-to-face. Daniel previously worked at Advanced Financial Planning in Aberdeen and then led the Glasgow office of Mattioli Woods before joining RBC Brewin Dolphin in 2020. He holds the Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute.