Daniel Lee
Paraplanner
Qualifications
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.