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    • Home • Advice • Advisers
    Daniel Wiltshire

    Daniel Wiltshire

    Independent Financial Adviser

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    WIltshire

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    About me

    I’ve worked in finance for 15 years, initially training and qualifying as an actuary before becoming a financial adviser. I set up my own independent practice, Wiltshire Wealth shortly after moving from London to Bradford on Avon with my young family in 2017.

    I sincerely believe that good financial planning can change your life. I’m a big advocate of personal freedom and creating a lifestyle that balances family, friends, interests and work.

    Outside of work I enjoy reading, running and spending time with my children, Rupert and Rose and wife, Samantha in and around Bradford on Avon.

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    My details

    I like helping people on:

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    Pensions - Approaching retirement

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    Pensions – Getting started

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    Pensions – Retired

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    Tax

    My qualifications:

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    Diploma in Financial Planning

    My charging model:

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    Ongoing % fee

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
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