Daniel is a founding director of Aetas Partners and heads up its team of advocates and client facing advisers. He works closely with families and individuals to ensure their objectives are clearly identified and with our professional advisers to ensure that these objectives are met. In his role he is the key coordinator between the various professionals a client receives advice from.
Having started out as a stockbroker, Daniel gained experience in business development, marketing and sales in various industries. He transferred his skills to the financial services sector when he qualified as a financial adviser over ten years ago.
Daniel has wide experience of working with a broad range of clients, families and business owners
and is experienced in clarifying objectives, building medium and long term planning solutions for clients in the inheritance economy. His experience helps our clients to build firm foundations for financial stability through tailored financial and estate planning advice.
Away from the office Daniel enjoys family life with his wife and three daughters. In his spare time he is an avid cyclist, regularly competing in organised events.