Simon Daniels, Managing Director
Tel. 07901 172 090
Email. simon.daniels2plan.com
Email. simon.daniels2plan.com
My experience in the financial services industry has taught me the that the right advice outweighs in value the constant pursuit of the latest trends in products. That is why I believe in knowing my clients, their families, their life goals meaning I tailor my advice around what matters most to them. I’m a seasoned adviser with a unique wealth management experience set, who genuinely cares about my clients.
Chantal Allain, Administrative Director
Tel. 07458 340 765
Email. chantal.allain2plan.com
Email. chantal.allain2plan.com
In the many years working in the financial industry, I've come to know how hard it is to create wealth for you and your loved ones. Prioritising ourselves and our well being often takes a back seat. I work closely with Simon to ensure together we take the time to plan your financial goals and achieve them with the peace of mind knowing you are supported.
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