Daniel AbbottFinancial Adviser
Areas of Expertise
- Finance and Accounting process development and Company formation
- Financial planning and advice
- Pension transfers and advice
- Life and Critical Illness Insurance cover
- Tax
Qualifications
- 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
- Series 65 – United States
- UAE Financial Rules and Regulations
About Daniel
Daniel started his career as an Accountant in the UK after studying for his BSc in Accounting and Finance, achieving a First Class grade. Shortly after graduating, Daniel moved on to a Chartered Accounting practice in the UK that specialised in dentists’ accounts and tax returns. Daniel then moved out to Dubai with KPMG as an auditor for two years before moving on to Thales as a Senior Accountant and, subsequently, Financial Controller.
Finally, in 2020, Daniel moved into the Wealth Management Industry as a Finance Manager, being promoted to Finance Director before transitioning to a career as a qualified and regulated Financial Planner and Adviser.
Daniel is a devoted husband to Charlotte and father to Sienna, and when not enjoying his free time with them, he enjoys eating out and playing chess and football.