Daniel Burns

Associate Partner

Adam Findon, Senior Paraplanner

I began my career in Financial Services in 1991, as an Adviser for Legal & General. Following a move to Nationwide and then Lloyds TSB in 1995 where I enjoyed a 19-year career with them. Following redundancy from Lloyds TSB I have chosen to specialise specifically on the Paraplanning role and have been working with and supporting Daniel since 2017.

I have overall responsibility for the preparation and administration of financial reports for our clients, including investment & product research, fund & charges comparisons, obtaining illustrations and the use of analytical software to review a client’s existing arrangements. I work closely with Daniel and Natalie maintaining Workflow and Case Pipeline Management for the Practice.