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Simon Daniels Email & Phone Number

Founder and Managing Director at 2plan wealth management Ltd
Location: Greater Leicester Area, United Kingdom, United Kingdom 6 work roles 1 school
1 work email found @scotiaprivateclient.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@scotiaprivateclient.com
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Current company
2plan wealth management Ltd
Role
Founder and Managing Director
Location
Greater Leicester Area, United Kingdom, United Kingdom
Company size
220 employees

Who is Simon Daniels? Overview

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Quick answer

Simon Daniels is listed as Founder and Managing Director at 2plan wealth management Ltd, a company with 220 employees, based in Greater Leicester Area, United Kingdom, United Kingdom. AeroLeads shows a work email signal at scotiaprivateclient.com and a matched LinkedIn profile for Simon Daniels.

Simon Daniels previously worked as Founder and Managing Director at Maple&Rose Wealth Management and Independent Financial Advisor at 2Plan Wealth Management Ltd. Simon Daniels holds Bachelor'S Degree, International Relations And Affairs from Nottingham Trent University.

Company email context

Email format at 2plan wealth management Ltd

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{first}.{last}@scotiaprivateclient.com
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Profile bio

About Simon Daniels

I build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients and families.I believe in the power of financial advice to transform peoples lives and their retirement experience. By applying the right advice, investment vehicles and behavioural coaching we can achieve real piece of mind around future planning together.

Listed skills include Canadian Securities Course, Conduct And Practices Handbook, Chartered Investment Manager, Portfolio Management, and 41 others.

Current workplace

Simon Daniels's current company

Company context helps verify the profile and gives searchers a useful next step.

2plan wealth management Ltd
2Plan Wealth Management Ltd
Founder and Managing Director
leeds, leeds, united kingdom
Website
2plan.com
Employees
220
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Company profile
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6 roles

Simon Daniels work experience

A career timeline built from the work history available for this profile.

Founder And Managing Director

Current
Maple&Rose Wealth Management

Ashby-De-La-Zouch, England, United Kingdom

Maple&Rose Wealth Management Limited is an appointed representative of 2plan Wealth Management Ltd. Which is authorised and regulated by the Financial Conduct Authority. Ltd company name is entered on the FCA register (www.FCA.org.uk) under no. 1015179

Aug 2024 - Present

Financial Planner

St. James’S Place

Ashby-de-la-Zouch, England, United Kingdom

Feb 2022 - Apr 2023

Private Client Director

Fisher Investments Uk

Ashby-de-la-Zouch, England, United Kingdom

May 2021 - Feb 2022

Director Institutional Sales And Service / Key Accounts

Mackenzie Investments

Montreal, Quebec, Canada

- Proposing investment solutions through consultation with strategic and institutional clients - Focusing on business development and sales into key retail, institutional and strategic alliance accounts - Being the face of Mackenzie to our major stakeholders, key contacts and prospects - Rallied Institutional consultants around themes inspired by Mackenzie.

Mar 2016 - May 2021

District Sales Manager

Mackenzie Investments

Montreal, Canada Area

  • Responsible for the Island of Montreal territory strategic alliance between Mackenzie Financial and Laurentian Bank of Canada (47 individual branches, 7 assistant Vice Presidents and over 100 individual registered.
  • Acted as an “on the ground” information bridge to Laurentian Bank a Tier 1 Canadian bank and Mackenzie Investments senior management on the sales success of the bank and more specifically my personal territory.
  • Principal resource for the suite of Mackenzie Investment Funds offered through the Laurentian Bank retail network in Quebec.
  • Liased with senior executives within Laurentian Bank to support our corporate strategic alliance vision and assure complete information exchange and transparency between Mackenzie and Laurentian Bank.
  • Intervened in select client meetings leveraging my detailed experience in investment sales to close large sales. In 2014 Mackenzie Investments realised $834 million in mutual fund gross sales through our network alone.
  • Organised recognition programme and social events to encourage sales and recognise the hard work of the advisors in my region.
Apr 2012 - Mar 2016
Team & coworkers

Colleagues at 2plan wealth management Ltd

Other employees you can reach at 2plan.com. View company contacts for 220 employees →

RS Richard Seeds Richard Seeds Colleague at 2Plan Wealth Management LtdDartford, England, United Kingdom, United Kingdom View → PH Paul Howorth Paul Howorth Colleague at 2Plan Wealth Management LtdGreater Portsmouth Area, United Kingdom View → CM Carl Mountain Carl Mountain Colleague at 2Plan Wealth Management LtdGreater London, England, United Kingdom, United Kingdom View → PS Paul Stewart Dippfs Paul Stewart Dippfs Colleague at 2Plan Wealth Management LtdNottinghamshire, England, United Kingdom, United Kingdom View → JT John Turner John Turner Colleague at 2Plan Wealth Management LtdClitheroe, England, United Kingdom, United Kingdom View → AG Andrew Graham Andrew Graham Colleague at 2Plan Wealth Management LtdLondon, England, United Kingdom, United Kingdom View → LM Louris Mckenzie Louris Mckenzie Colleague at 2Plan Wealth Management LtdBengaluru, Karnataka, India, India View → DS David Son David Son Colleague at 2Plan Wealth Management LtdLondon, England, United Kingdom, United Kingdom View → RT Richard Thornley Dipfa Cerer Mlibf Certltcp Maq Richard Thornley Dipfa Cerer Mlibf Certltcp Maq Colleague at 2Plan Wealth Management LtdManchester Area, United Kingdom, United Kingdom View → JE James Emmott James Emmott Colleague at 2Plan Wealth Management LtdGreater Leeds Area, United Kingdom View →
1 education record

Simon Daniels education

FAQ

Frequently asked questions about Simon Daniels

Quick answers generated from the profile data available on this page.

What company does Simon Daniels work for?

Simon Daniels works for 2plan wealth management Ltd.

What is Simon Daniels's role at 2plan wealth management Ltd?

Simon Daniels is listed as Founder and Managing Director at 2plan wealth management Ltd.

What is Simon Daniels's email address?

AeroLeads has found 1 work email signal at @scotiaprivateclient.com for Simon Daniels at 2plan wealth management Ltd.

Where is Simon Daniels based?

Simon Daniels is based in Greater Leicester Area, United Kingdom, United Kingdom while working with 2plan wealth management Ltd.

What companies has Simon Daniels worked for?

Simon Daniels has worked for Maple&Rose Wealth Management, 2Plan Wealth Management Ltd, St. James’S Place, Fisher Investments Uk, and Mackenzie Investments.

Who are Simon Daniels's colleagues at 2plan wealth management Ltd?

Simon Daniels's colleagues at 2plan wealth management Ltd include Richard Seeds, Paul Howorth, Carl Mountain, Paul Stewart Dippfs, and John Turner.

How can I contact Simon Daniels?

You can use AeroLeads to view verified contact signals for Simon Daniels at 2plan wealth management Ltd, including work email, phone, and LinkedIn data when available.

What schools did Simon Daniels attend?

Simon Daniels holds Bachelor'S Degree, International Relations And Affairs from Nottingham Trent University.

What skills is Simon Daniels known for?

Simon Daniels is listed with skills including Canadian Securities Course, Conduct And Practices Handbook, Chartered Investment Manager, Portfolio Management, Asset Management, Investments, Wealth Management, and Investment Strategies.

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