Daniel Benjamin

Areas of expertise

My areas of specialism include later life and estate planning for private clients and business protection arrangements for corporate clients. I also hold the Pension Transfer Specialist licence for the North East, advising on Defined Benefit and Safeguarded pensions.

Experience

I am Associate Director in Financial Planning. Working out of our Newcastle upon Tyne office, I provide financial advice to clients in the North East of England.

I have worked in the financial advice sector for 17 years, the last 13 of which have been with Evelyn Partners. Having started with Evelyn Partners as a paraplanner in 2010, my background is of a technical nature with specialisms in the more complex areas of financial advice including corporate planning and business protection, defined benefit pensions, tax advantaged investments and long term care.

Notable client work and achievements

I have experience of providing advice on a number of different topics to a wide range of client types. Whether it is a need for protecting the family or business planning, preparing for retirement or later life, I can help prepare and enact a financial plan to accommodate a client's needs and objectives.

Professional qualifications and memberships

I am a Chartered Financial Adviser and a Fellow of the Personal Finance Society (PFS). I am also a STEP Affiliate, with the Advanced Certificate in Advising the Family Business. I am presently working towards becoming a full STEP member (TEP).