Daniel Abbott
Contact Details
Areas of Expertise
  • Finance and Accounting process development
  • Finance and Accounting management
  • Revenue and cost analysis and efficiency
  • BSc in Accounting & Finance – First Class

  • ICAEW – ACA Chartered Accountant

  • CISI – Level 4 Certificate in Paraplanning (Financial Planning & Advice)

  • CISI – Level 4 Diploma in Investment Advice

Daniel started his career as an Accounts Payable clerk in a subsidiary of Morrisons supermarket in the UK. Promotions through to Accounts Receivable and then Management Accountant positions within this employment, over a 3-and-a-half-year period, whilst also studying for his BSc in Accounting and Finance, paved the way for a solid base understanding as an Accountant.

Shortly after graduating from University, Daniel moved on to a Chartered Accounting practice in the UK that specialised in the accounts and tax returns of dentists. After 2 years, Daniel moved out to Dubai with KPMG as an auditor before moving on to Thales as a Senior Accountant and subsequently, Financial Controller over 4 years.

Finally, in 2020, Daniel moved into the Wealth Management Industry as a Finance Manager and now Director.

Daniel is a devoted husband to Charlotte and father to Sienna and when not enjoying his free time with them, he enjoys eating out, playing chess and football.


  • What kind of retiree will you be?

    What kind of retiree will you be? Most people have a retirement dream, whether it be travelling the world, retiring in a popular expat destination or moving to the countryside. As everyone’s plans are different, it is unlikely that everyone’s retirement strategies are the same. One commonality is that no matter what you want in

    December 7, 2022
  • Markets last week 05/12/2022

    United States During the week, major US equity indexes finished higher, boosted by the possibility that the Federal Reserve might slow the pace of interest rate hikes. The S&P 500 Index’s growth stocks outperformed their value counterparts, while the technology-heavy Nasdaq Composite Index posted good gains. The Dow Jones Industrial Average also took a breather

    December 6, 2022
  • UK Housing Market 2023 Predictions

    Summary Zoopla, Lloyds and Savills are all predicting house prices to fall next year The depth and length of the slump is likely to be short, with prices expected to begin rising again relatively quickly Rental demand is far ahead of rental supply Rental values continue to rise Landlords who buy studio, 1-bed and 2-bed

    December 1, 2022
  • How to handle a stock market crash

    How to handle a stock market crash Here is what our advisers recommended on how to handle a stock market crash: Buy low Leave your portfolio alone Cut losses Diversify Invest in bonds Retail investors tend to be wary of stock market volatility and the fear of a market crash. A lot of people saw

    November 29, 2022

How can we help you?

If you would like to speak to one of our advisers, please get in touch today.

Contact Us