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Daniel Wiltshire

Daniel Wiltshire

Independent Financial Adviser

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WIltshire

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.

My details

I like helping people on:

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Pensions - I’m approaching retirement

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Pensions – I’m getting started

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Pensions – I’m 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