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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    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    Thank you so much again for your time and brilliant advice.
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
    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.
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