Q & A with Daniel

How did you get into financial services?

I’ve been in financial services my whole career – I started off in insurance and then moved to advice, starting in the Middle East before moving back to the UK. I joined Insight in September 2020.

What are your areas of expertise?

Pensions, investments, tax planning

What do you love helping clients with?

Achieving their goals.

What advice have you given that helped a client and made proud?

I helped a number of clients retire early when they thought there was no hope of doing so which was very rewarding.

More about Daniel

What’s your personal financial freedom dream?

Being able to travel with total freedom.

What’s the best thing you’ve ever spent money on?

A month-long trip to Thailand.