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’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    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.
    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.
    Thank you so much again for your time and brilliant advice.
    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.
    I knew I had to start the ball rolling with getting our finances sorted but it was a hard thing for me to do as it cements the fact that our lives have changed forever. You made the whole process so much easier.
    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
    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.
    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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