Senior Investment Consultant
Current
Feb 2024 - Present
AeroLeads people directory · profile
Daniel Broad Email & Phone Number
Investment consultant
at
Broadstone
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Who is Daniel Broad? Overview
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Quick answer
Daniel Broad is listed as Investment consultant at Broadstone, based in Broughton, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Daniel Broad.
Daniel Broad previously worked as Senior Investment Consultant at Broadstone and Independent investor at Self-Employed. Daniel Broad holds Chartered Financial Analyst, Charter Awarded from Cfa Institute.
Company email context
Email format at Broadstone
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Broadstone
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Profile bio
About Daniel Broad
Daniel Broad is a Investment consultant at Broadstone. Colleagues describe them as "Its a massive shame to lose Daniel as our pension investment consultant as he steps out of the industry for a while. He's been a great asset to us in giving advice on complex issues in a succinct and directive way. Great knowledge which he make relevant to the advice he gives and is always there if we need him." and "It's a pleasure working with Daniel; I appreciate his courtsey, openess and the way he embraces new ideas."
Current workplace
Daniel Broad's current company
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4 roles
Daniel Broad work experience
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Independent Investor
Current
Self-Employed
Apr 2019 - Present
Progressed From Assistant Consultant To Director
Prepared and delivered research led, independent investment advice to institutional investors such as defined benefit pension scheme trustees and sponsors.
May 2006 - Mar 2019
Investment Analyst
Supported the senior consultants to formulate and deliver investment advice to institutional clients.
Sep 2004 - Apr 2006
2 education records
Daniel Broad education
Chartered Financial Analyst, Charter Awarded
Cfa Institute
Ba, Economics, First Class (Hons)
FAQ
Frequently asked questions about Daniel Broad
Quick answers generated from the profile data available on this page.
What company does Daniel Broad work for?
Daniel Broad works for Broadstone.
What is Daniel Broad's role at Broadstone?
Daniel Broad is listed as Investment consultant at Broadstone.
Where is Daniel Broad based?
Daniel Broad is based in Broughton, England, United Kingdom while working with Broadstone.
What companies has Daniel Broad worked for?
Daniel Broad has worked for Broadstone, Self-Employed, Kpmg Uk, and Mercer Investment Consulting.
How can I contact Daniel Broad?
You can use AeroLeads to view verified contact signals for Daniel Broad at Broadstone, including work email, phone, and LinkedIn data when available.
What schools did Daniel Broad attend?
Daniel Broad holds Chartered Financial Analyst, Charter Awarded from Cfa Institute.
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