Daniel Blandford

I advise private clients on every aspect of investment, retirement, financial and succession planning. A strong advocate of cash flow modelling, I specialise in bringing clarity to, and informing, complex financial planning and developing tailored strategies for retirement.

I look after a variety of private clients, ranging from families to high net worth individuals; and trusts to charities. I adopt a systematic and compassionate approach to ensure clients understand all aspects of their financial planning; and provide a bespoke strategy to ensure longer-term objectives are achieved.

I joined The Private Office in 2017 and am a Chartered Financial Planner and a Fellow of the Personal Finance Society. I engage in many specialisms within financial planning, such as defined benefit pensions, equity release and long-term care insurance.

I am also involved in delivering seminars and advising, senior employees and executives. 

Get in touch for your free consultation  

What drives me?

Originally from Gloucestershire, I read History at University prior to joining the financial services industry. In my spare time, I have a keen interest in travelling, history and rugby.

My qualifications

I am a Chartered Financial Planner, Fellow of the Personal Finance Society and an accredited Gold Standard Pension Transfer Specialist. My qualifications are:

  • Chartered Financial Planner
  • Fellow of the Personal Finance Society
  • Diploma in Financial Planning
  • Certificate in Equity Release
  • Certificate in Discretionary Investment Management
  • Award in Pensions Update
  • Certificate in Financial Services (General Route)
  • Certificate in Mortgage Advice
  • Advanced Diploma in Financial Planning
  • Certificate in Securities Advice & Dealing
  • Award in Long Term Care Insurance 2019

We also have a team of in-house specialists who can help with matters such as, long-term care or equity release. If you require assistance with these areas contact us today.

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We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.

We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership. 

Find out more about our accreditations 

FCA regulated

The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.

You can view the financial services register to check that any firm is suitably authorised; The Private Office’s firm registration number is 789482

> View The Private Office's profile on the FCA Register

You can view my personal listing in the Adviser Directory by visiting the link below, which confirms I am authorised and qualified to advise you.

> View my profile on the Adviser Directory

All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.

You can check their qualifications and credentials by visiting the Personal Finance Society’s website.

How I can help you

  • Chartered Financial Planner
  • Fellow of the Personal Finance Society (PFS)
  • Accredited Pension Transfer specialist
  • Experience with cash flow modelling and developing tailored strategies for retirement

 

Advice spotlight

On the back of speaking at a recent TPO seminar, educating prospective clients on retirement planning, I worked closely with a client coming up to retirement. Through concise planning I implemented a bespoke plan which outlined an appropriate level of tax free pension income whilst considering the level of spousal pension needed.

Pension Transfer Gold Standard Specialist

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Meet our expert team 

Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.

View all our experts

What people say about me

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April 2019, Derbyshire

Daniel took time to find out exactly what I was hoping to achieve, he was knowledgeable, gave good recommendations and made sure I understood the options available. The advice given was clear, concise and easy to follow.

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April 2019, Gloucestershire

Daniel explained all the mortgage options available in a clear and concise manner which enabled me to make an informed decision about my renewal. He also went through my pension statements with me explaining all the complex terms and what it meant long term.