Daniel Clark Email & Phone Number

Doncaster, Gb

Harrogate, England, United Kingdom

Harrogate, United Kingdom

Focused on your goalsBDB was founded on the fundamental principle that money is an “enabler”: the thing that makes a rewarding life possible. As you would expect, we ensure that pensions, life assurance, trusts and investments are taken proper care of. But we do so only after understanding where they fit with your plans and how they help you achieve your goals. With its roots in Nobel prize-winning research and behavioural economics, our investment approach uses the very latest… Show more Focused on your goalsBDB was founded on the fundamental principle that money is an “enabler”: the thing that makes a rewarding life possible. As you would expect, we ensure that pensions, life assurance, trusts and investments are taken proper care of. But we do so only after understanding where they fit with your plans and how they help you achieve your goals. With its roots in Nobel prize-winning research and behavioural economics, our investment approach uses the very latest thinking on how money should be managed. And it offers clear savings compared to traditional financial management.Highly qualified teamBDB advisers have the very highest levels of qualification and expertise, holding both chartered and accredited status with the two leading bodies in our profession. All our planners hold the CFP licence, recognised as the global standard in financial planning. And to keep our skills up to date, BDB runs a programme of continuous professional development.Face to faceAs a BDB client you will meet our team right from the start. Read about their backgrounds, experience and qualifications here. We look forward to helping you take a new look at your money. Show less

Since its formation in August 2000, Pantheon Financial has put quality and professionalism foremost.It is committed to bringing the best products and strategies forward, protecting clients’ interests and ensuring outstanding quality of service. Consistency of approach is a key ingredient in maintaining local service on a national scale.The group has offices across the UK, serving over 1,000 Pantheon Financial Management Ltd clients and around 10,000 Pantheon Financial… Show more Since its formation in August 2000, Pantheon Financial has put quality and professionalism foremost.It is committed to bringing the best products and strategies forward, protecting clients’ interests and ensuring outstanding quality of service. Consistency of approach is a key ingredient in maintaining local service on a national scale.The group has offices across the UK, serving over 1,000 Pantheon Financial Management Ltd clients and around 10,000 Pantheon Financial Investments Ltd customers. Show less

Future Life Wealth Management Limited (FLWM) is a financial planning practice developed and launched in the midst of a global breakdown in financial systems and confidence. The nature of our business is wholly connected to the hugely adverse circumstances of its birth, in that we sought to embrace the requirements of the Retail Distribution Review, transform the nature of the advisor/client relationship with new levels of transparency and service, and correctly place clients and their financial… Show more Future Life Wealth Management Limited (FLWM) is a financial planning practice developed and launched in the midst of a global breakdown in financial systems and confidence. The nature of our business is wholly connected to the hugely adverse circumstances of its birth, in that we sought to embrace the requirements of the Retail Distribution Review, transform the nature of the advisor/client relationship with new levels of transparency and service, and correctly place clients and their financial needs central to our offering.We offer a first class professional service in the provinces, on a level normally the exclusive domain of City institutions. Directly authorised by the Financial Services Authority, our offering is ‘whole of market’, without the bias of commission-based products. We offer investment advice, tax mitigation, pension and retirement planning, financial management during divorce, and inheritance management. Our customer base covers a wide demographic and includes every type of client from those seeking to re-establish financial security after bankruptcy to business owners and inheritors with multi-million investment portfolios.FLWM exists specifically in order to stand out from the competition. In the context of a worldwide breakdown of faith in financial institutions, there was nothing to be gained from taking a traditional approach and launching a ‘Me Too’ business. Our back office systems were developed in response to four months pre-launch research we had undertaken. These enabled us to produce the most complex whole-life cash flows which can take into account such real-life variables as illness, divorce, unexpected career changes, educational costs etc. These are transformed into equally complex long term financial plans able to manage change more effectively and demonstrably than is commonly the case. Show less

Fairstone Financial Management is owned and operated by Moneygate Financial Services.About Moneygate:- Launched in 2007 Moneygate is a multi-award winning ‘new model’ Financial Services business operating across both retail and corporate sectors.The business employs a concept which is unique within the FS industry whereby the core advisory function is fully integrated with a proprietary marketing, back-office and technology platform.The nucleus of our business is… Show more Fairstone Financial Management is owned and operated by Moneygate Financial Services.About Moneygate:- Launched in 2007 Moneygate is a multi-award winning ‘new model’ Financial Services business operating across both retail and corporate sectors.The business employs a concept which is unique within the FS industry whereby the core advisory function is fully integrated with a proprietary marketing, back-office and technology platform.The nucleus of our business is a national Independent Financial Advice (IFA) operation which is supported by our streamlined customer acquisition and post-sale processes. This allows individual IFAs and firms to channel the vast majority of their time and resources towards client facing activity, advice and revenue build.Our business model is evolving with the launch of an investment management channel and online self-serve business in order to increase our customer offering and create additional income lines.Moneygate is backed by private equity and our growth plans include an emphasis on M&A - we're particularly interested in talking to good quality advisory and discretionary fund management businesses that are looking to realise capital value and who could maximise their potential by joining our organisation.Moneygate's head office is based in Newcastle with regional operations in London, Sheffield and Edinburgh.Our ultimate objectives across the group are to deliver turnover in excess of £70m, EBITDA margin of above 10% and to have Funds Under Advice of circa £6bn. Show less

Ba (Hons), Finance And Investment Management

Activities and Societies: Snowsports Northumbria Treasurer

Education record

Activities and Societies: Engineering Education Scheme