Daniel Lynch

Private Wealth Director

Daniel has been practicing as a certified financial planner since 2006. Daniel prides himself on his client service, quality of communication, and breadth of knowledge in the UK and International markets.

His superior work ethic along with his professionalism and knowledge are all traits that his clients always praise. Daniel enjoys providing financial planning expertise to private clients and has many clients amongst companies such as Shell, BP, Barclays, Accenture, ADNOC, Microsoft, Schlumberger, Google, Standard Chartered, Deloitte, Emirates Airline, and KPMG to name a few.

As your partner in building wealth and security, we are constantly striving to improve our offering in order to exceed your needs and expectations. Working in partnership with other experts and professionals enables us to deliver complete advice and bespoke recommendations to suit your needs.

You will have regular meetings with Daniel to review the ongoing suitability of your portfolio and to ensure that it remains appropriate to your goals and attitude towards risk. Should there need to be any changes to your portfolio, Daniel shall inform you of this and his reasoning.

Areas of Expertise

Pension Analysis, Advice, and Management

Retirement Planning

Lifetime Allowance Planning

Inheritance Tax Planning

Succession Planning

Tax Planning

Tax Structuring

Tax Advice

Wealth Management

Investment Portfolio Management

International Savings & Investment Options

Investment Review

Private Banking Advice

Property Portfolio Advice

Insurance & Family Protection

Education Fee Advice & Planning

High Net Worth & Ultra High Net Worth

Private Client Wealth and Estate Planning

Complex Multi-Jurisdictional Financial Planning

Cashflow Forecasting & Modelling

Regions Covered

  • Middle East


Guides by Daniel