Daniel Ardern

Daniel Ardern

Daniel Ardern-cropped

Daniel has worked in the financial services industry since 2011 and joined Gresham Wealth Management in January 2016. He is a Chartered Financial Planner and holds a BA (Hons) degree in Economics from the University of Newcastle upon Tyne.

Daniel’s principal driver when working with clients is to help them understand what their objectives and aspirations are and to build a framework by which these can be best achieved.

Daniel is qualified to advise clients across all aspects of financial planning, including; providing a strategy by which capital is accumulated and drawn down (for example in retirement), tax wrapper advice and improving tax efficiency of investments, investment via strategic asset allocation, pension transfers (including the transfer of Defined Benefits schemes to Personal Pensions), dealing with changes to pension legislation, estate planning, and protection (including business protection).

  • Client Testimonials

    With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.
    On behalf of Walk & Talk Group, I would like to thank you for the most informative, enjoyable and appropriate presentation you gave. Members found the session of great value and very useful.
    A very personalised service… All advice is tailored to my needs with great consideration to issues I may not have thought of myself. I feel confident about my future finances.
    Thank you so much again for your time and brilliant advice.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    Thank you for your visit today. We enjoyed meeting you and found you to be very thorough and knowledgeable. As a result, we now have a positive outlook concerning the future of our finances
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    My current investments are well on the positive side and I do thank you for your care and management of my financial affairs. I simply wouldn’t know how to manage them myself, and feel secure and confident knowing you are looking after these matters so professionally.
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