Daniel Bird
As a Chartered Financial Planner, Daniel brings over 15 years’ experience as a trusted adviser to a wide client base of professionals, entrepreneurs, business owners, board directors and continues to work with many families that he has advised for many years. He has extensive technical knowledge in advising clients across all areas of retirement planning, tax planning, investments, estate & inheritance tax planning and personal/business protection.
Daniel joined the team in 2019 following 7 years at Adam and Company Bank, where he was a director in the London Financial Planning Team. Outside of work Daniel enjoys spending time with his wife and young son but will also take the opportunity in playing golf, football and squash when he can.
I have no use for bodyguards, but I have very specific use for two highly trained certified public accountants.
Elvis Presley
