Daniel joined Herbert Scott in October 2022 and is a Paraplanner.
Having achieved an undergraduate degree in History at the University of Kent, Daniel took on a role working for a self-invested pension company. In this job, he discovered a genuine interest in Financial Services but found the most rewarding part of his job to be working closely with clients and finding solutions to help them achieve their goals.
In his current role at Herbert Scott, Daniel is a Paraplanner. He works as the first point of contact for several of our clients, and works closely to support the Financial Planners, giving input into the planning process, helping present cash flow forecasts, joining meetings and writing reports. Having commenced his professional qualifications in June 2021, Daniel has now sat and passed fifteen different exams in total and recently achieved the status of Chartered Financial Planner in May 2025.
Outside of work, Daniel is a devoted Arsenal fan, and enjoys playing football, padel, reading, improvisation, and spending time in the sea on his stand-up paddleboard.
