Daniel Worsley

I’m a financial planner who works with individuals, families and business owners to help them plan for the future with purpose and clarity.

I work closely with clients to understand their lives, their families and what they want from the years ahead, then build clear strategies to help them get there. My advice covers a broad range of planning needs, including retirement planning, cash-flow forecasting, intergenerational wealth planning, investment planning and business exit planning.

Many clients struggle with the transition from building up their pensions to drawing an income from them. I help my clients set up their pensions in a way that fits their needs, while giving them the confidence to start drawing an income as they move into the next stage of their life. I also help make sure the people they love are protected if life doesn’t go to plan. Having seen first-hand how the right protection supported my own family when my dad fell ill, I know how much of a difference proper planning can make.

I take the time to listen first and explain things in plain English, so clients feel informed and confident in the decisions they make.