I began my career in financial services in 1999, and I have been an independent financial adviser with Sterling & Law, since 2003.
I can offer you my invaluable skills, qualifications and experience in such areas as pensions and retirement planning, mortgage lending, insurance, investing, and estate (inheritance) planning. I already cater for a very diverse client base from all demographics, in both the personal and corporate arena. I find this keeps my role both varied and interesting in equal measure, and I genuinely enjoy helping my clients on a personal, one to one basis.
For me, building long-term relationships through repeatable, high-quality advice and superior service is an absolute priority. I provide a free, no-obligation initial review, and I’m happy to visit you during daytimes or evenings in the comfort of your own home.
If you are seeking innovative, bespoke financial solutions from a personable and professional adviser, then I would be delighted to assist you in achieving your goals.
I operate in my home county of Essex, London, plus all of the other Home Counties. Please feel free to contact me to discuss arranging your free financial consultation.
Some of my existing clients were kind enough to offer you their testimonials to my services:
“Daniel’s experience and knowledge of the daunting world of finance has given me peace of mind to know my money’s working hard for me. Daniel provided all my options, we discussed them with no pressure, so I could make an informed decision. I now have the reassurance that Daniel is reviewing my finances annually. One less thing to worry about!”
Julie Stevenson, Pleshey, Essex
“Daniel provided a really professional service -he researched the market thoroughly and came up with a solution that exactly matched my needs. His communication was clear and concise and I felt confident that I was being given the best possible advice, I would highly recommend him and will definitely be using his services in the future.”
Lesley Scott Rankin, Writtle, Essex
“Dan helped me in my first mortgage – he explained the process thoroughly and simply. His attention to detail, friendly and unbiased advice has been excellent. Dan was always available for a catch-up and proactively contacted me about further relevant and useful information. I strongly recommend Dan.”
James O’Donnell, London
“Dan is a pleasure to work with.”
Alan Walker, Chelmsford, Essex
“I’ve used Dan on a couple of occasions in the past to secure mortgage deals on both investment and personal property. He’s a great guy and can be trusted to find the most appropriate and best value product in relation to your individual circumstances. Dan is very easy to communicate with and goes out of his way to provide an excellent service. I’ll definitely be using Dan again for any future mortgage needs and for any other independent financial advice.”
James Dean, via LinkedIn
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