Daniel is a Concentric Investment Consultant, providing investment and pension advice, as well as assurance and sustainable investment consultancy services to private clients, corporates and trustees.
Daniel is originally from Uxbridge, West London. Daniel moved to Jersey in 2014 and has since been working in financial services, working at Santander, Standard Bank and a local advisory firm. Daniel most recently passed the Advanced Diploma for Financial Advisers which is a Level 6 exam through the London Institute of Banking.
He has built a solid foundation of clients in Jersey and has recently obtained Chartered Status, which is the pinnacle of professionalism in financial services. Daniel is motivated by financial education and educating others and in his spare time, he often travels back to London to see family and often watches Chelsea FC. Daniel likes to play the occasional round of golf and often spends time out of the office socialising & networking.