Danny Meston

How do you describe what you do?

I think of myself as someone who enables others to get the best out of their finances by putting real context behind the numbers in a way that anyone can understand. Whether it’s a new plan or refining an existing one, I always aim to add value.

What's next for you professionally?

I’m working toward Chartered status and love helping business owners and high earners make sense of their money with clear, personable advice that fits their goals.

How did you start off in your career?

I studied psychology but found my passion in financial advice, it’s like therapy for your money, helping people feel confident and in control of their financial future.

What's your area of expertise?

I specialise in tax-efficient strategies, trusts, and investment planning, delivering tailored advice that helps clients achieve long-term growth and protect what matters most.

What's your favourite thing about your role?

I love finding meaningful financial solutions that make a real impact. Meeting successful people from all walks of life brings a rich exchange of experience and insight, and I enjoy helping people elevate their finances to the next level.

When you're not at work, what's your favourite thing to do?

I keep active with gym and Padel, but my girlfriend and I are always planning our next adventure, whether it’s traveling, meeting friends, or discovering amazing restaurants.

What qualifications and memberships do you have?

• Diploma in Regulated Financial Planning
• Bachelor of Science (BSc) with Honours in Psychology