Daniel Robertson Email and Phone Number

Implementing and providing ongoing management of cost effective and tax efficient employee benefit packages for businesses of all sizes; whether simply for the purpose of complying with UK workplace pension legislation, to the introduction and regular review of comprehensive policies to protect the firms stakeholders and assist in seeking and retaining the very best talent.Specialisms:Automatic Enrolment Pension SchemesDirectors Shareholder ProtectionKeyman / Keyperson policiesGroup Life Assurance / Death In ServiceGroup Income ProtectionPrivate Medical Insurance

Developing budgets, monitoring transactions, generating additional revenue streams and preparing financial reports for a large secondary school.

Providing regulated advice to clients on the best mortgage product for their particular circumstances, ensuring they are also protected against the inability to repay should their circumstances change and educating branch staff about these product areas so to increase referrals.

The Young Enterprise Company Programme provides a vehicle for naturally entrepreneurial young people to develop business acumen by providing an experiential learning opportunity in introducing the practical realities of setting-up and running their own business.