Daniel is a Trainee Financial Planner. He has worked in Financial Services since 2019 and joined Attivo Financial Planning in 2021. Daniel holds the Diploma in Financial Planning and is a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
Our Trainee Financial Planners are the first point of contact for new clients, meeting with them to understand their individual requirements, gather information and complete risk assessments. They communicate with providers to ensure our Financial Planners are fully prepared for all client meetings.