Daniel joined Herbert Scott in October 2022, and is a Financial Planning Assistant.
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 Financial Planning Assistant, meaning that he is the main point of contact for our clients. He works closely to support the Financial Planners, assisting by preparing for meetings, writing reports and updating cash flow plans. Daniel recently achieved the CII Diploma in Regulated Financial Planning, and now plans to work towards acquiring Chartered Status.
Outside of work, Daniel is a devoted Arsenal fan, and enjoys reading, playing squash, bouldering, and going for sea swims.
