Daniel Barrett
Financial Planner
Kent
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