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Daniel Lea
I advise on various aspects of financial, investment and retirement planning for a range of private clients. My approach to financial planning starts with what the client wants to achieve. When I know your goals, I can build a plan that works best for you.
I adopt a friendly straightforward approach to my role, aiming to empower my clients with informed decision making to fulfil their ambitions.
I have experience in cashflow modelling and financial forecasting and use this to help clients achieve financial independence.
Get in touch for your free consultation
What drives me?
I love being part of an experienced team at The Private Office and using the firms collective knowledge to deliver the highest possible standard of advice.
Outside of work I am a keen cricketer, spending much of the summer playing on some of the regions best pitches. I enjoy being outdoors and keeping active.
My qualifications
• Diploma in Regulated Financial Planning
• Certificate in Securities Advice and Dealing
• Certificate in Discretionary Investment Management
We also have a team of in-house specialists who can help with matters such as safeguarded benefit pension transfers, 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. |
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?
- Advanced Diploma in Regulated Financial Planning
- Diploma Qualified Financial Planner
- Advocate of Cashflow Modelling to help clients achieve financial independence
- Experience in dealing with high net worth clients who have a diverse range of financial requirements
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.