Daniel is an experienced independent financial adviser at Insight Financial Associates, working with Aetas Wealth. He supports individuals, families and businesses with a holistic and independent approach to financial planning. His work includes cashflow forecasting and analysis, investment planning, retirement strategies, estate and tax planning, and personal and business protection.
Curated member of HONED
- Specialism
- Financial Wellbeing · People & Talent · Performance
- Organisation
- Aetas Wealth
Areas of expertise
- Cashflow forecasting and analysis
- Investment planning
- Retirement strategies for individuals and companies
- Estate and tax planning
- Personal and business protection
Business outcomes
A workforce that is calmer, more focused and more committed - supported by a diagnostic that shows leadership exactly where financial stress is affecting the organisation.
- Reduced financial stress and improved focus
- Better take-up of existing benefits
- Stronger engagement, loyalty and retention
- A measurable return on employee investment
Workplace challenges
The problems that typically lead a business to Daniel.
- Money worries reducing focus, attendance and productivity
- Employees under-using the benefits you already offer
- Financial anxiety contributing to stress, absence and turnover
- No clear way to measure where financial stress affects the business
Services
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Financial Wellbeing
A structured programme that reduces money-related stress and turns financial confidence into measurable business performance.
Delivered through Aetas Wealth.
Work with Daniel
Request an introduction and HONED will connect you with Daniel.
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