Daniel makes sure we operate within the rules – keeping all of our practices and procedures up to date and fully compliant with FCA regulation.

Daniel  is currently working towards his Diploma in Financial Planning – having already completed modules CF1-4 and R0, while assisting Philip Cohen with client projects on a day-to-day basis.

He’s our electronics expert and enjoys catching up on the latest presentations from major electronics shows. He’s also a keen traveler, likes eating out, exploring his home city of London, tending to his allotment and commutes to work by bike.