Reviews and Ratings for Financial adviser Daniel Gordon
Principal Chartered Financial Planner

Daniel Gordon

At work

Daniel’s love for mathematics manifested into a career in financial planning. He joined Depledge in 2017 after graduating with a first-class honours mathematics degree from Durham University.

Initially, Daniel supported financial planners with calculations, reports and helping to formulate advice before becoming a financial planner himself in 2022.

Now he enjoys using his technical knowledge and problem-solving skills to help a wide range of people with their financial planning requirements to help them achieve their goals.

At home

Daniel enjoys spending his spare time with his wife, dog, and wider family.

He is a keen golfer and enjoys travelling, attending concerts and following a number of sports, including rugby league, football, and Formula 1. Daniel has also played semi-professional football.

Statement of Professional Standing Accreditations Qualifications

In the spotlight

The proudest moment of my career was:

Passing the CISI Level 7 Diploma in Advanced Financial Planning, the highest level qualification in Financial Planning, which requires a master’s degree level of study.

The three things I love most about my job are:

Listening to people talk about their goals in life, working through complex cases to find a solution, and meeting and helping people of all ages from a wide range of backgrounds.

The types of people I most enjoy working with are:

People who are thinking about their future retirement and want to understand how they can achieve the lifestyle they desire.

Resources

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Contact us
Depledge Strategic Wealth Management
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