Daniel has been an Independent Financial Adviser with Morgan Williams & Co since 2016, and also sits on the firm’s investment committee. 

Daniel is a specialist in Cyber Crime avoidance, leading his firm’s work in the space and educating other Financial Advisers and Financial Services Professionals, in part as a member of the PFS ScamSmart initiative. He is an Education Outreach Ambassador for the Yorkshire Region and an Education Champion for the PFS ‘My Personal Finance Skills’ initiative, running workshops in schools across the UK. In 2022, Daniel was named the PFS ‘Financial Education Champion of the Year’ and has been identified as a CityWire Top 35 Next Generation Planner on three occasions.   

Prior to becoming an IFA, Daniel was Managing Director of creative design agency, Tailor and Baker, and an international headhunter, with RMI Consultants Ltd.