Daniel Anderton
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Daniel Anderton Email & Phone Number

Financial Adviser │ Business Owner │ Chartered Accountant │ Business Advisor
Location: West Midlands, England, United Kingdom 8 work roles 2 schools
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Role
Financial Adviser │ Business Owner │ Chartered Accountant │ Business Advisor
Location
West Midlands, England, United Kingdom

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Daniel Anderton is listed as Financial Adviser │ Business Owner │ Chartered Accountant │ Business Advisor based in West Midlands, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Daniel Anderton.

Daniel Anderton previously worked as Financial Adviser at Vesey Financial Planning (An Appointed Representative Of St. James'S Place Wealth Management Plc) and Chartered Accountant & Business Growth Advisor at Anderton & Co. Accountants. Daniel Anderton holds Ba Hons 2:1, Business Studies from The Nottingham Trent University.

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About Daniel Anderton

Hi there,I’m Dan and I’d like to introduce to you Vesey Financial Planning. www.veseyfinancialplanning.co.ukAfter 18 years of working in the accountancy sector, in a variety of roles from auditing through to financial director and culminating in growing and selling my own accountancy business, I started thinking about my own future and a new challenge arose: “To provide financial advice and peace of mind to individuals and families so that they can realise their personal and financial goals”.I have taken all of the skills and experience I have developed through helping small business owners grow and exit their business, managing cashflows and maintaining personal stakeholder relationships, and combined this with a wealth of new knowledge I have attained, to become FCA regulated and a proud approved partner of St. James’ Place Wealth Management Ltd. We provide holistic financial solutions to individuals, their families and their businesses through our planning and advice, giving you peace of mind that you’re money is working hard for you and that you are well enough protected against unforeseen events so that you can live out your future goals.If you would like an informal chat with no obligation please feel free to contact me on LinkedIn or send me an email to : daniel.anderton@sjpp.co.uk.We look forward to hearing from you.When I'm not working I enjoy partaking in ALL sports, but with a keen focus on running and cycling, watching sport and spending time with my wife and children.The value of your investment can go down as well as up. You could get back less than you invested.The Partner Practice, Vesey Financial Planning is an Appointed Representative of St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' is a marketing term used to describe St. James's Place representatives.SJP Approved 01/10/2024#yourfuture #investmentplanning #financialeducation #retirementplanning #protectionplanning #financialplanning

8 roles · 17 years

Daniel Anderton work experience

A career timeline built from the work history available for this profile.

Financial Adviser

Vesey Financial Planning (An Appointed Representative Of St. James'S Place Wealth Management Plc)

Helping my clients plan for the futures they want financially, whilst also making sure that they are well enough protected today so that they can reach those future goals.Services include:- making your money work harder for you,- helping you retire earlier and achieve the retirement you dream of,- ensuring you're suitably protected against unforeseen.

Mar 2024 - Sep 2024

Chartered Accountant & Business Growth Advisor

Anderton & Co. Accountants

Sutton Coldfield

Owner of a digital accounting business. We maximise efficiency for our clients by digitalising absolutely everything possible in the finance function. No paper = more efficient = environmentally friendlyWe provide business owners peace of mind over the accuracy of business records and tax calculations and the information they need to grow their businesses..

2017 - Sep 2024

Business Acquisitions Manager

Birmingham, United Kingdom

An enterprise performance partner, optimising digital performance and providing data and applications on an on-demand basis with the aim of strategic cost reduction►Led the financial integration of a two newly acquired entities into the centralised finance system►Advised on new reporting requirements of the business for presentation to PE investors►Advised.

2018 - Jun 2021

Head Of Financial Systems Development

Bgf

Birmingham, United Kingdom

The Business Growth Fund is the UK’s largest investment organisation, providing patient capital for SMEs in the UK and also in Ireland, with a £2.5 billion balance sheet►Identified the opportunity to merge accounting and non-accounting systems to a central data warehouse to drive efficiencies in governance and reporting requirements►Engaged extensively.

2017 - 2018 ~1 yr

Head Of Finance

Redditch, Worcestershire

A manufacturer of commercial interiors; reported directly to the Managing Director and CEO whilst overseeing the UK finance team ►Engaged by the business at a significantly turbulent time in its 98-year history to rapidly implement transformation and turnaround measures ►Developed comprehensive UK and consolidated group management information packs as well.

2016 - 2017 ~1 yr

Group Financial Controller

Westood Business Park, Coventry

A ground source heat pump installation and servicing business, supporting the design and implementation of more efficient energy systems►Collaborated extensively with the board and leadership teams to provide monthly forecasting of business performance and cash flows and recommend areas of opportunity within the business►Supported the development of a team.

2013 - 2015 ~2 yrs

Financial Controller

Monitored and controlled all aspects of the finances and inventory control of the business, involving supporting the decision-making within the organisation including weekly analysis, reporting and discussion of business performance with the directors and working closely with the other senior managers and non-financial stakeholders

2010 - 2013 ~3 yrs

Financial Reporting

Oversaw the group financial reporting systems, creating a reporting template for completion by global business units and providing technical accounting support where required.

2009 - 2010 ~1 yr
2 education records

Daniel Anderton education

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What is Daniel Anderton's role at their current company?

Daniel Anderton is listed as Financial Adviser │ Business Owner │ Chartered Accountant │ Business Advisor.

Where is Daniel Anderton based?

Daniel Anderton is based in West Midlands, England, United Kingdom.

What companies has Daniel Anderton worked for?

Daniel Anderton has worked for Vesey Financial Planning (An Appointed Representative Of St. James'S Place Wealth Management Plc), Anderton & Co. Accountants, Computer Systems Integration Limited, Bgf, and Ams International - Delivering Consumer Environments.

How can I contact Daniel Anderton?

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What schools did Daniel Anderton attend?

Daniel Anderton holds Ba Hons 2:1, Business Studies from The Nottingham Trent University.

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