Daniel Chard (Dip Pfs) Email and Phone Number
I have worked within Financial Services since 1999 whereby I’ve been helping individuals and families reach their financial goals. Since receiving my Diploma in Financial Advice from the Chartered Insurance Institute I’ve continually enhanced my knowledge and expertise through industry events, advanced exams and formal training.As a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.I understand that everyone’s personal situations are unique, and will take the time to get to know you and what’s important to you to offer a personal and individual service. Whether it is planning for retirement, saving for children/grandchildren, fulfilling a lifelong ambition or leaving a legacy to your loved ones, I can work with you every step of the way.I can address all aspects of financial wellbeing from investments, pensions and insurance to tax and estate planning while offering exclusive opportunities. I also provide advice to employers on Group Schemes and individually to employees within these schemes
-
Financial AdvisorTrue Potential Llp Mar 2023 - PresentChilcompton, England, United Kingdom -
DirectorAbbot Associates Ltd Mar 2019 - Mar 2024 -
Independent Financial AdvisorAbbot Associates Limited May 2011 - Mar 2024Bristol, United KingdomI provide holistic financial advice, specialising in pension and investments, to existing and new clients on an Independent basis.I have also engaged with a number of companies advising them on Group Life and Group Pension schemes. As part of our commitment to provide excellent on-going customer service I visit each member of the Group Pension annually to discuss their aims and commitments. -
Independent Financial AdviserBurns Anderson Nov 2009 - May 2011Bristol, United KingdomTo provide holistic financial planning advice to existing and new clients on an Independent basis. -
Financial AdviserThe Co-Operative Group Aug 2003 - Nov 2009Bristol, United KingdomTo provide financial advice on all products offered by CIS and Co-operative Bank including general insurance, protection, investments and pensions.This was working with existing clients and building new relationships via referrals and by working within The Co-operative Bank branch in Bristol City centre.
Daniel Chard (Dip Pfs) Skills
Daniel Chard (Dip Pfs) Education Details
-
Queen Elizabeth'S Hospital
Frequently Asked Questions about Daniel Chard (Dip Pfs)
What company does Daniel Chard (Dip Pfs) work for?
Daniel Chard (Dip Pfs) works for True Potential Llp
What is Daniel Chard (Dip Pfs)'s role at the current company?
Daniel Chard (Dip Pfs)'s current role is Wealth Management Partner.
What schools did Daniel Chard (Dip Pfs) attend?
Daniel Chard (Dip Pfs) attended Queen Elizabeth's Hospital.
What are some of Daniel Chard (Dip Pfs)'s interests?
Daniel Chard (Dip Pfs) has interest in Rugby, Golf, Football, Cricket.
What skills is Daniel Chard (Dip Pfs) known for?
Daniel Chard (Dip Pfs) has skills like Pensions, Investments, Income Protection, Financial Advisory, Customer Service, Retirement Planning, Fixed Annuities, Critical Illness, Financial Services, Holistic Financial Planning, Personal Pensions, Equity Release.
Who are Daniel Chard (Dip Pfs)'s colleagues?
Daniel Chard (Dip Pfs)'s colleagues are Max Mannion Ba Dipfa, Rosie Ackroyd, Kate Fox, Ben Williams Dippfs, Michael Bell, Shaun Brown, Robert Sherman.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial