Daniel joined Citrus Financial in June 2026 as a Technical Administrator, bringing more than three years’ experience supporting advisers and clients through the financial planning process. Having previously worked at Rathbones Financial Planning, he has developed a strong technical understanding of financial advice, working closely with advisers to help deliver a high standard of service and client care.

Daniel holds the Level 3 Diploma in Financial Studies (DipFS) from the LIBF and is currently working towards completing the CII Level 4 Diploma in Regulated Financial Planning (DipPFS). Passionate about developing his technical expertise, he enjoys supporting advisers with the preparation and delivery of high-quality, client-focused financial advice. His long-term ambition is to continue his professional development and ultimately become a Financial Adviser.

Working closely with the adviser team at Citrus Financial, Daniel plays an important role in ensuring clients receive a smooth, well-organised experience throughout their financial planning journey. His attention to detail, proactive approach, and commitment to delivering excellent client service make him a valued member of the team.

Away from the office, Daniel enjoys walking his two pugs and following Crystal Palace. He also enjoys playing football whenever he gets the chance… although he’d probably admit he doesn’t get to play as often as he’d like! At school he was the chess champion for three consecutive years, but these days his chess skills don’t get quite as much practice.