Daniel Ardern

Daniel Ardern

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).

Outside of work, Daniel is an unaccomplished piano player and a fairly average guitar player. His wife recently rescued a greyhound, who now takes up most of his spare time.

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    I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.
    The professionalism of your service continues to give me confidence that we are pursuing the optimum route with our finances. The sound advice you provide is more critical than ever in the current climate.
    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.
    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
    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.
    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
    Morven’s guidance about pensions and investments has provided us with excellent returns, even during the recent turbulent financial times. She has been a helpful and friendly advisor for many years and we wouldn’t hesitate to recommend her.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    Thank you so much again for your time and brilliant advice.
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