Daniel is based in our Norwich office and has been in financial services for over 19 years. His expertise encompasses: Investment, retirement and tax planning. He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of his clients’ assets. Daniel’s role as a Director in the business involves dealing with operational requirements as well as advising his clients on their financial planning. He holds the advanced pension qualification and is a key driver of cash flow modelling within the business.
At Flying Colours we select the advisers to join us and work under the Flying Colours name. They have to go through several levels of assessment, due diligence, client servicing history and financial background checking as part of our stringent approval process. This ensures that you always get the highest standard of service from our advisers.