Daniel Chard (Dip Pfs)

Daniel Chard (Dip Pfs) Email and Phone Number

Wealth Management Partner @ True Potential LLP
newcastle upon tyne, newcastle upon tyne, united kingdom
Daniel Chard (Dip Pfs)'s Location
Greater Bristol Area, United Kingdom, United Kingdom
About Daniel Chard (Dip Pfs)

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

Daniel Chard (Dip Pfs)'s Current Company Details
True Potential LLP

True Potential Llp

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Wealth Management Partner
newcastle upon tyne, newcastle upon tyne, united kingdom
Website:
tpllp.com
Employees:
619
Daniel Chard (Dip Pfs) Work Experience Details
  • True Potential Llp
    Financial Advisor
    True Potential Llp Mar 2023 - Present
    Chilcompton, England, United Kingdom
  • Abbot Associates Ltd
    Director
    Abbot Associates Ltd Mar 2019 - Mar 2024
  • Abbot Associates Limited
    Independent Financial Advisor
    Abbot Associates Limited May 2011 - Mar 2024
    Bristol, United Kingdom
    I 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.
  • Burns Anderson
    Independent Financial Adviser
    Burns Anderson Nov 2009 - May 2011
    Bristol, United Kingdom
    To provide holistic financial planning advice to existing and new clients on an Independent basis.
  • The Co-Operative Group
    Financial Adviser
    The Co-Operative Group Aug 2003 - Nov 2009
    Bristol, United Kingdom
    To 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

Pensions Investments Income Protection Financial Advisory Customer Service Retirement Planning Fixed Annuities Critical Illness Financial Services Holistic Financial Planning Personal Pensions Equity Release Residential Mortgages Cemap Qualified Management Portfolio Management Financial Planning Life Protection Customer Facing Etfs Long Term Care Long Term Care Insurance Variable Annuities

Daniel Chard (Dip Pfs) Education Details

  • Queen Elizabeth'S Hospital
    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.

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