Daniel Barrett
Financial Planner
Kent
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2
Rating
About me
I’m a Financial Planner specialising in investments, pensions and retirement planning, as well as inheritance tax planning. I love working with clients to answer all their important financial questions such as “when can I retire?”, “how can I make sure I don’t run out of money in retirement” and “how can I make sure my kids inherit as much as possible?”
I strongly believe in a collaborative approach to financial planning. I won’t just tell you what I believe you should do with your wealth, instead we’ll work together to come up with a plan that works for you - every client is unique.
Personal finance can be confusing, so my aim is to simplify the jargon and help you make the sorts of financial decisions which will benefit you and your family for the rest of your lives.
Outside of work I love to watch my beloved Chelsea FC play, and enjoy walking my chocolate lab Remie with my wife. I’m an aviation enthusiast and someday soon hope to achieve my Private Pilot’s License!
My details
I like helping people on:
Pensions - Approaching retirement
Pensions – Retired
Inheritance planning
Insurance
My qualifications:
Diploma in Financial Planning
My charging model:
Fixed £ fee
Have a look at my responses to readers' questions
What people say
Reader feedback
31 January 2023
Great clarity on the tax position. But I still dont know how I actually contact HMRC. There isnt a phone number and I dont usually fill in a self assessment form as ive worked or now on a pension. Their website says you don't fill in a self assessment form if you are on a pension. So how do i inform them? Thanks
Ann
Reader feedback
30 January 2023
Thanks for answering the question and confirming what can be done with uncrystalised funds.
Mark
Reader feedback
19 May 2022
Well, answered my question
Barry