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Daniel Blandford
Daniel Blandford
About
Daniel is a Partner at The Private Office, located in Bath, but also covering areas such as Bristol, Cardiff and Southampton. He also works out of our London office covering areas including Reading, Winchester and Brighton. As an experienced adviser and a Fellow of the Personal Finance Society, Daniel offers insight to assist clients with every aspect of investment, retirement, financial and succession planning. He has a supportive approach to ensure his clients understand all aspects of their financial planning and uses cash flow modelling to bring clarity and peace of mind to his clients.
Daniel is a specialist in many areas of financial planning including defined benefit pensions, investing and long-term care insurance and can offer services and support for these across the South West.
Daniel is a Pension Transfer Gold Standard Specialist, was named in the 2023 PAM NextGen Leaders list, and has been a VouchedFor Top Rated Adviser for the past few consecutive years. He also manages a team of Advisers and is actively involved in mentoring new colleagues and sharing his experience and knowledge.
In addition to being a Fellow of the PFS, Daniel has numerous other qualifications including certificates in equity release, securities advice and dealing, and discretionary investment management. Before joining The Private Office, he read History at the University of Exeter.
When he is not advising his clients, Daniel enjoys travelling, history and rugby.
Areas Of Expertise
- Pension transfers
- Investments
- Cash management
- Inheritance planning
- Retirement income
- Insurance and protection
Qualifications
- Fellow of the Personal Finance Society
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Award in Pensions Update
- Award in Long Term Care Insurance
- Certificate in Equity Release
- Certificate in Discretionary Investment Management
- Certificate in Financial Services
- Certificate in Mortgage Advice
- Certificate in Securities Advice & Dealing
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Daniel works from our offices in Bath and central London and has clients in areas such as:
Daniel Blandford locations
Daniel Blandford map
- Southampton
- Dursley
- Tonbridge
- Cheltenham
- Newbury
- Wimborne
- Reading
- Bridgend
- Guildford
- Salisbury
- Kingsbridge
- Brighton
- Cirencester
- Winchester
At a glance
- Chartered Financial Planner since 2017
- Published contributor on thisismoney.co.uk
- As featured in PAM Insight NextGen Leaders list
- Pension Transfer Gold Standard Specialist
As featured in
Daniel has given excellent advice - he listens well, considers the options and takes care to be as clear as possible.
February 2024
Daniel took the time to get to know me and understand my unique situation and goals, before advising me on how he and TPO could help. He’s helped me build my knowledge of the markets and investments overtime and gain greater confidence in my financial planning and situation.
January 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Daniel's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Daniel is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Awards
2023 - PAM NextGen Leaders
2022 - nominated for NMA Top 35 Next Generation Advisers
2021 - named in NMA Top 35 Next Generation Advisers
Articles by Daniel Blandford
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.