Daniel Lee


01332 982738


R01 – Financial Services, Regulation & Ethics , R03 – Personal Taxation , R05 – Financial Protection , R04 – Pensions

At work

Daniel is currently training to be an adviser, having spent the last five years working for financial technology companies in London. Alongside his studies, he works as a paraplanner, supporting our advisers and clients while building his industry knowledge.

At home

Dan has spent the last 7 years living in London with his partner Emily.  Outside of work, Daniel enjoys playing football, tennis and cycling (when the sun is out) – he also loves getting away skiing every year! When not doing any of the above, he will most likely be watching sport, walking the dog or winding down with a podcast.

Spotlight questions

If I could be any fictional character, I would be:


The three qualities that draw me to new people are:

Passion, integrity and kindness

The three small things that make my day better are:

Smiles, laughter and positivity