Daniel Lewis

Areas of expertise

• Holistic Financial Planning & Cashflow Modelling 
• Wealth Structuring for Business Owners & Entrepreneurs 

Experience

Dan has over 7 years of experience working closely with private clients and business owners in London. He has worked closely with Investment Managers during this time to provide bespoke financial advice unique to each client's circumstances. His focus has been on High Net Worth and Ultra High Net Worth individuals, with a particular emphasis on engaging the whole family through intergenerational advice and planning for succession. He is a Chartered Financial Planner & Associate member of the Personal Finance Society. 

Notable client work and achievements

Being in the Entrepreneurs Team, he takes great pride in working with entrepreneurs and business owners at every stage of their business journey. From early stages and the growth phase to pre-exit and post-exit planning, each stage presenting opportunities for him to provide valuable advice. His specialist advice helps clients not only maximise value from their business but protects against unpredictable risks - many of which inherent to the volatile nature of entrepreneurship. This support is particularly crucial when most lack the time and the expert understanding required to develop their own personal strategies. 

Professional qualifications and memberships

• Chartered Financial Planner, Associate member of the Personal Financial Society (CII) - APFS
• Investment Management Certificate (CFA) - IMC
• Certificate in Discretionary Investment Management (CII)