Financial Advisor
Current
Oct 2018 - Present
AeroLeads people directory · profile
Daniel Massey Email & Phone Number
Financial Advisor
at
Wesleyan
1 work email found
@huntswood.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Greater Manchester, England, United Kingdom
Company size
Who is Daniel Massey? Overview
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Quick answer
Daniel Massey is listed as Financial Advisor at Wesleyan, a with 1200 employees, based in Greater Manchester, England, United Kingdom. AeroLeads shows a work email signal at huntswood.com and a matched LinkedIn profile for Daniel Massey.
Daniel Massey previously worked as File Reviewer at Alexander Mann Solutions and File Reviewer at Huntswood. Daniel Massey studied at St Antonys Rc High.
Company email context
Email format at Wesleyan
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{first}.{last}@huntswood.com
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AeroLeads found 1 current-domain work email signal for Daniel Massey. Compare company email patterns before reaching out.
Profile bio
About Daniel Massey
Daniel Massey is a Financial Advisor at Wesleyan. He possess expertise in wealth management, portfolio management, retirement planning, strategic financial planning, investment advisory and 14 more skills. Colleagues describe him as "Daniel is a determined and capable guy and always gives 100%.He is organised and focused and I enjoyed working with him."
Listed skills include Wealth Management, Portfolio Management, Retirement Planning, Strategic Financial Planning, and 15 others.
Current workplace
Daniel Massey's current company
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Wesleyan
6 roles
Daniel Massey work experience
A career timeline built from the work history available for this profile.
File Reviewer
• Reviewing regulated Investment sales with a focus on investments and protection. • Achieving targets relating to volume quality, timescales and risk due to the department deadlines • Adhering to procedures and internal controls, liaising with the line manager where inconsistencies are identified • Building and maintaining satisfactory working relationships with our customers (including stakeholders) • Ensuring accuracy in recording, storing and maintaining critical data • Delivering of service against tight and ever moving deadlines
Nov 2015 - Oct 2018
File Reviewer
• Reviewing regulated Investment sales with a focus on investments and protection.• Achieving targets relating to volume quality, timescales and risk due to the department deadlines• Adhering to procedures and internal controls, liaising with the line manager where inconsistencies are identified• Building and maintaining satisfactory working relationships with our customers (including stakeholders)• Ensuring accuracy in recording, storing and maintaining critical data• Delivering of service against tight and ever moving deadlines
Apr 2015 - Oct 2015
Wealth Management Consultant
Services Provided: Investment Planning & Advice Retirement Planning & Pensions Advice Trust & Inheritance Tax Planning Protection Planning - Life & Critical Illness, Income Protection & Private Medical Insurance
Aug 2013 - Apr 2015
Financial Planning Manager
Aug 2008 - Aug 2013
Personal Banking Manager
Jul 1995 - Jun 2008
Team & coworkers
Colleagues at Wesleyan
Other employees you can reach at wesleyan.co.uk. View company contacts for 1200 employees →
JG
Jane Gellatly
Colleague at WesleyanGloucester, England, United Kingdom
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RK
Ryan Kidd Dipfa
Colleague at WesleyanConisbrough, England, United Kingdom
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SW
Stephanie Westwood
Colleague at WesleyanBirmingham, England, United Kingdom
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CM
Christina Moss
Colleague at WesleyanSwindon, England, United Kingdom
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ML
Mark Lee
Colleague at WesleyanWest Midlands, England, United Kingdom
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KS
Kamila Salama
Colleague at WesleyanMorocco
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NE
Nick Etheridge
Colleague at WesleyanRoyal Sutton Coldfield, England, United Kingdom
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TM
Tony Milford
Colleague at WesleyanKingston Upon Thames, England, United Kingdom
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JT
Julie Turvey
Colleague at WesleyanWest Midlands, England, United Kingdom
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DK
Daniel Kitson
Colleague at WesleyanLeigh, England, United Kingdom
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Jane Gellatly
Colleague at WesleyanGloucester, England, United Kingdom
View →
RK
Ryan Kidd Dipfa
Colleague at WesleyanConisbrough, England, United Kingdom
View →
SW
Stephanie Westwood
Colleague at WesleyanBirmingham, England, United Kingdom
View →
CM
Christina Moss
Colleague at WesleyanSwindon, England, United Kingdom
View →
ML
Mark Lee
Colleague at WesleyanWest Midlands, England, United Kingdom
View →
KS
Kamila Salama
Colleague at WesleyanMorocco
View →
NE
Nick Etheridge
Colleague at WesleyanRoyal Sutton Coldfield, England, United Kingdom
View →
TM
Tony Milford
Colleague at WesleyanKingston Upon Thames, England, United Kingdom
View →
JT
Julie Turvey
Colleague at WesleyanWest Midlands, England, United Kingdom
View →
DK
Daniel Kitson
Colleague at WesleyanLeigh, England, United Kingdom
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1 education record
Daniel Massey education
-
St Antonys Rc High
FAQ
Frequently asked questions about Daniel Massey
Quick answers generated from the profile data available on this page.
What company does Daniel Massey work for?
Daniel Massey works for Wesleyan.
What is Daniel Massey's role at Wesleyan?
Daniel Massey is listed as Financial Advisor at Wesleyan.
What is Daniel Massey's email address?
AeroLeads has found 1 work email signal at @huntswood.com for Daniel Massey at Wesleyan.
Where is Daniel Massey based?
Daniel Massey is based in Greater Manchester, England, United Kingdom while working with Wesleyan.
What companies has Daniel Massey worked for?
Daniel Massey has worked for Wesleyan, Alexander Mann Solutions, Huntswood, St. James'S Place, and Banco Santander.
Who are Daniel Massey's colleagues at Wesleyan?
Daniel Massey's colleagues at Wesleyan include Jane Gellatly, Ryan Kidd Dipfa, Stephanie Westwood, Christina Moss, and Mark Lee.
How can I contact Daniel Massey?
You can use AeroLeads to view verified contact signals for Daniel Massey at Wesleyan, including work email, phone, and LinkedIn data when available.
What schools did Daniel Massey attend?
Daniel Massey studied at St Antonys Rc High.
What skills is Daniel Massey known for?
Daniel Massey is listed with skills including Wealth Management, Portfolio Management, Retirement Planning, Strategic Financial Planning, Investment Advisory, Investments, Retail Banking, and Banking.
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