Dip PFS Cert CII (MP&ER)
Position: Independent Financial Adviser
Tel: 01525 712122
Danielle qualified as an Independent Financial Adviser in 2001 and now holds the Diploma in Financial Planning along with more specialist Chartered Insurance Institute qualifications in Long-Term Care and Trusts. She began her career in the Magistrates Court Service working specifically in the Family Courts. Her interest and training in financial services started when working in the legal department of a company that traded in the acquisition and disposal of semi-mature endowment policies in the late 1990’s.
Much of her career has involved working closely with legal professionals where she recognised the fact that sound financial advice is a critical overlap for many standard legal services: Pensions, Divorce work, Wills, Trusts, Probate and Later-Life Advice matters, are but a few examples.
Danielle believes firmly that there is much more to financial planning than simply buying a product such as a Pension or Investment. Such a product is merely the visible tip of the iceberg that should embody a comprehensive and well-planned strategy beneath it. She is therefore committed to helping each client to develop their own personalised financial strategy through the use of important tools like cash-flow analysis and the employment of other specialist skills.
What spare time she has is devoted to training her ‘naughty’ dachshund puppy and spending time with her family and close friends.