Daniel Khan

Daniel Khan Email and Phone Number

Technical Directer @ DILASSER PRIVATE CLIENTS LIMITED
Harrogate, GB
Daniel Khan's Location
Harrogate, England, United Kingdom, United Kingdom
Daniel Khan's Contact Details

Daniel Khan personal email

n/a

Daniel Khan phone numbers

About Daniel Khan

I have worked in financial services for over 30 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investments. More details are available on our website at www.dilasserprivateclients.co.uk.As a Partner of St. James’s Place Wealth Management, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.Dilasser Private Clients Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

Daniel Khan's Current Company Details
DILASSER PRIVATE CLIENTS LIMITED

Dilasser Private Clients Limited

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Technical Directer
Harrogate, GB
Website:
dilasserprivateclients.co.uk
Employees:
2
Daniel Khan Work Experience Details
  • Dilasser Private Clients Limited
    Technical Directer
    Dilasser Private Clients Limited
    Harrogate, Gb
    View
  • Dilasser Private Clients Limited
    Technical Director
    Dilasser Private Clients Limited Nov 2019 - Present
    Harrogate, United Kingdom
    View
  • Dilasser Private Clients Limited
    Head Of Planning
    Dilasser Private Clients Limited Jun 2017 - Oct 2019
    Harrogate, North Yorkshire, United Kingdom
    View
  • Walker Crips
    Paraplanning Manager
    Walker Crips Nov 2012 - May 2017
    York, United Kingdom
    I am a member of the Wealth Management team at Walker Crips Group. I head up the technical and paraplanning department, designed to assist with the research and reporting functions, and to help them deliver our service proposition. This proposition will ensure weremain at the forefront as North Yorkshires premier wealth management and investment consultancy.
  • Gallagher Benefits Consulting Ltd
    Senior Consultant
    Gallagher Benefits Consulting Ltd Apr 2011 - Nov 2012
    Leeds, United Kingdom
    Working within the Private Clients Team of Gallagher Employee Benefits, I manage the paraplanning unit which provides dedicated support to the advisors, a function that is delivered nationally to all Private Clients consultants from the Leeds office. In addition I maintained my FSA CF30 and “competent advisor” status, with the intention of combining management and advisory work once the paraplanning unit was less reliant on my presence. I have helped evolve a post RDR advice proposition which is currently being delivered and created processes to assist with the service commitment. I have experience of staff recruitment and training.
  • C&S Financial Consultants Ltd
    Director
    C&S Financial Consultants Ltd Jan 1998 - Mar 2011
    Regional IFA directly authorised by the FSA, one of three RI’s mainly involved with high net worth individuals and corporate clients. My main duties were paraplanning for the Managing Director, and also servicing group schemes, attending trustee meetings, new entrant meetings and annual reviews and pre-retirement counseling. Part of the role was new business production, also involved with research and product development, and heavily involved with the implementation of IT systems.

Daniel Khan Skills

Wealth Management Investments Pensions Financial Advisory Financial Services Portfolio Management Strategic Financial Planning Retirement Planning Retirement Investment Strategies Asset Management Inheritance Tax Planning Investment Management High Net Worth Individuals Management Employee Benefits Investment Advisory Income Protection Asset Allocation Securities Wealth Paraplanning Relationship Management Fixed Annuities Equities Fixed Income Member Of The Pfs Level 4 Diploma In Financial Planning G60 Pensions And Cf9 Pensions Simplification Af5 Financial Planning Process If7 Healthcare Insurance Products Cii Statement Of Professional Standing

Daniel Khan Education Details

  • Bingley Grammar School
    Bingley Grammar School

Frequently Asked Questions about Daniel Khan

What company does Daniel Khan work for?

Daniel Khan works for Dilasser Private Clients Limited

What is Daniel Khan's role at the current company?

Daniel Khan's current role is Technical Directer.

What is Daniel Khan's email address?

Daniel Khan's email address is da****@****c.co.uk

What is Daniel Khan's direct phone number?

Daniel Khan's direct phone number is +4474119*****

What schools did Daniel Khan attend?

Daniel Khan attended Bingley Grammar School.

What skills is Daniel Khan known for?

Daniel Khan has skills like Wealth Management, Investments, Pensions, Financial Advisory, Financial Services, Portfolio Management, Strategic Financial Planning, Retirement Planning, Retirement, Investment Strategies, Asset Management, Inheritance Tax Planning.

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