Chartered Financial Planner
Clients Say About Daniel Barratt
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.
- Favourite city?