Director
Current
The Partners Paraplanner
May 2021 - Present
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Daniel Wakefield Email & Phone Number
Director at The Partners Paraplanner
at
The Partners Paraplanner
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
The Partners Paraplanner
Role
Director at The Partners Paraplanner
Location
Greater Liverpool Area, United Kingdom
Who is Daniel Wakefield? Overview
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Quick answer
Daniel Wakefield is listed as Director at The Partners Paraplanner at The Partners Paraplanner, based in Greater Liverpool Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for Daniel Wakefield.
Daniel Wakefield previously worked as Director at The Partners Paraplanner and Operations Manager/ Paraplanner at Williams Birley Wealth Management Llp. Daniel Wakefield studied at St Margarets High School.
Profile bio
About Daniel Wakefield
After working in a practice for three years as a paraplanner, I decided to start my own paraplanning company. Although this has only been for a short time, I am incredibly happy with the decision I have made, aside from the feeling of pride in having the courage to make the move, my family have benefitted immensely with the flexibility this now brings, which is more important than anything to me. I have a really good group of partners that I currently work with, but I do have capacity for one or two more partners, so if you are interested, please feel free to contact me.
Listed skills include Financial Services, Finance, Pensions, Insurance, and 5 others.
Current workplace
Daniel Wakefield's current company
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The Partners Paraplanner
5 roles
Daniel Wakefield work experience
A career timeline built from the work history available for this profile.
Operations Manager/ Paraplanner
Sep 2018 - May 2021
Operations Manager/ Paraplanner
Sep 2018 - May 2021
Ppi Complaint Handler
Contract with HBOS assisting with their Payment Protection Insurance project for over 5 years.A quality focused project role ensuring SLA's, DPA, FSA and FOS guidelines are adhered to. Ensuring all legislative regulatory requirements were adhered to in the redressing and payment across many products such as Mortgages, Secured and Unsecured Loans and Credit Cards. This includes ensuring PPI refunds were issued within the 28 day SLA implemented by the FSA.
Sep 2012 - Sep 2018
Pension Finance Administrator
Diligenta
Pensions and Life Insurance administrationI worked on many various types of pensions including both Defined Benefit and Defined Contribution. I dealt with trustees on a regular basis to complete many processes such as transfers, retirements, deaths, scheme renewals and setting up annuities. In my first three months I had to travel to Bournemouth each week. The Bournemouth office was being closed down and we had to be trained on the work to bring up to the Liverpool office.
Jan 2011 - Sep 2012
2 education records
Daniel Wakefield education
Education record
St Margarets High School
Education record
The Liverpool Blue Coat
FAQ
Frequently asked questions about Daniel Wakefield
Quick answers generated from the profile data available on this page.
What company does Daniel Wakefield work for?
Daniel Wakefield works for The Partners Paraplanner.
What is Daniel Wakefield's role at The Partners Paraplanner?
Daniel Wakefield is listed as Director at The Partners Paraplanner at The Partners Paraplanner.
Where is Daniel Wakefield based?
Daniel Wakefield is based in Greater Liverpool Area, United Kingdom while working with The Partners Paraplanner.
What companies has Daniel Wakefield worked for?
Daniel Wakefield has worked for The Partners Paraplanner, Williams Birley Wealth Management Llp, St. James’S Place Wealth Management, Huntswood, and Diligenta.
How can I contact Daniel Wakefield?
You can use AeroLeads to view verified contact signals for Daniel Wakefield at The Partners Paraplanner, including work email, phone, and LinkedIn data when available.
What schools did Daniel Wakefield attend?
Daniel Wakefield studied at St Margarets High School.
What skills is Daniel Wakefield known for?
Daniel Wakefield is listed with skills including Financial Services, Finance, Pensions, Insurance, Teamwork, Paraplanning, Financial Advisory, and Managing Finances.
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