Daniel Barratt
Chartered Financial Planner

Daniel Barratt – Chartered Financial Planner

Joined LIFT-Financial in October 2012.


After graduating university with a degree in finance & investment management I joined LIFT-Financial in 2012. I have progressed from a junior administrator to a Chartered Financial Planner and a Fellow of the Professional Finance Society. I moved to London in January 2015.  I enjoy working with clients to help them understand their financial future and what often simple steps can be taken to develop a comprehensive financial plan. My aim is to introduce young professionals to long term financial planning. As with everyone involved with LIFT-Financial, I am a strong proponent of fair, tailored and fee based financial planning.


Spare time?
I love watching football, eating out and travelling.
Famous dinner guests of choice?
Steven Gerrard, George W. Bush, Will Ferrell.
Favourite city?
This year, Copenhagen.
Karaoke song?

Cookies help us provide our services. By using this website, you accept our privacy policy  |  Accept cookies