Daniel Bartling Email & Phone Number

London, England, United Kingdom

London, England, United Kingdom

London, England, United Kingdom

Leading the adviser team within One Financial Adviser and working closely in conjunction with the other facets of the business to develop an initially streamlined robo-advice for a cost-effective solution to help people make the right decisions with their finances. •Developing and executing the short, medium and long term business objectives alongside an executive team and board.• Defining the scope and policies of the advice given, monitoring compliance and MI.• Working with an actuarial team to develop an algorithm that can accurately and consistently deliver data that powers our recommendations.• Collaborating with front and back end developers to implement a functional automated system to gather and analyse client information in a user friendly manner (J2EE web application, JavaScript, React).• Managing institutional and retail relationships to ensure timely delivery of the high service levels expected. (Financial services providers, scheme administrators and trustees, end client communication).• Member of the Investment Committee; building portfolios that reflect client attitude to risk and capacity for loss using stochastic modelling powered analysis.

London, United Kingdom

Morrinson Wealth Management is a Senior Partner Practice of St. James's Place Wealth Management. Based in London, we provide bespoke face to face financial advice to individuals and businesses throughout the whole UK. We offer tailored advice which meets both the personal and the business objectives of the individual looking to build, grow, protect or preserve their wealth. We primarily work with professionals seeking financial peace of mind: from growing their wealth through to retirement by taking advantage of tax efficient investments, to retired professionals seeking to preserve their wealth for their children/grandchildren through inheritance tax planning. Whatever the situation, we provide the advice to successfully guide our clients to financial freedom.

Annan, Scotland And Miami, Florida

St. James Smokehouse (Scotland) Ltd. is the most-award winning smokehouse in the world. Producing an assortment of hand-cured Scottish cold and hot smoked salmon at the family owned traditional smokehouse located in the Royal Burgh of Annan, Scotland. Working with a range of businesses from small delis all the way up to international supermarket chains like Aldi, Whole Foods and Labeyrie.Within St. James I oversaw international client generation and management, the design and implication of a comprehensive digital marketing strategy and a wider scope of project management.