Daniel Edmundson Email & Phone Number

London, United Kingdom

My role as an Adviser is to provide clients with the most appropriate and suitable financial advice to meet their needs. I specialise I’m working with vulnerable individuals, whether they are located under the Court of Protection or a Lasting Power of Attorney. I have vast experience in working with professional Deputies as well as those managed by a family member. Areas of specialism include guidance on personal injury matters including identifying where a trust may be appropriate and investment based advice. I also examine later life matters which consider the optimal strategy for an individual to meet their care costs whilst maximising their estate as far as possible for their beneficiaries. I aim to provide each individual with impartial, holistic, independent advice to ensure the best outcome.A further part of my role is to prepare expert witness reports for Court. I have assisted on a wide variety of matters including periodic payment viability, accommodation issues in the negative discount rate environment and reports in general to assist Deputies with court applications.

London, United Kingdom

My role at one of the leading Wrap providers in the UK was a varied one, with the primary focus on providing exceptional service to clients by forging strong relationships. Service was delivered in written and verbal formats, delivering high level responses across a broad spectrum of queries from basic information to areas such as technical aspects of pensions and investments.Outside of the primary focus of providing a high level service to clients, I was often involved with overseeing the addition of products such as hedge funds and structured products to the wrap platform. Further duties involved the timely processing of new business applications and managing the workload of a team through the distribution of incoming tasks. This role involved a high level of both internal and external communication, in addition to autonomy to ensure high service standards are always attained. During my tenure at Transact, I was able to develop my organisational skills and initiative.

Advanced Diploma In Financial Planning (Level 6)

Exams sat include AF1, AF4 and AF5

Investment Management Certificate

Bachelor Of Science (Bsc), Mathematics And Statistics

Later Life Accreditation