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Daniel Lea
Daniel Lea
About
Daniel is a Senior Financial Adviser for The Private Office located in Leeds, but also covering areas such as Manchester, Nottingham and Kendal. As a certified Chartered Financial Planner, he helps his clients with their financial needs and advises on various aspects of financial, investment, and retirement planning for a range of private clients. He adopts a friendly, straightforward approach towards his work, aiming to empower his clients with informed decision-making to fulfil their ambitions.
Daniel’s expertise covers cashflow modelling, investment advice and protection planning for clients across the north of England. He enjoys being part of an experienced team at The Private Office and using the firms collective knowledge to deliver the highest possible standard of advice. He is also involved in our internal adviser training programme, sharing his knowledge and providing support to those in the process of becoming financial advisers.
Daniel’s qualifications include a Diploma in Regulated Financial Planning and a Certificate in Securities Advice and Dealing. Before joining TPO, Daniel studied Psychology at the University of Leeds.
When he is not advising clients, Daniel can be found playing cricket on the region's best pitches. He is a keen cricketer and enjoys being outdoors and keeping active.
Areas Of Expertise
- Cashflow modelling
- Financial forecasting
- Intergenerational tax planning
Qualifications
- Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Securities Advice & Dealing
- Certificate in Discretionary Investment Management
- Award in Regulated Pension Transfer Advice
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 office in Leeds and has clients in areas such as:
Daniel Lea locations
Daniel Lea map
- Manchester
- Hull
- Matlock
- Lincoln
- Sheffield
- Durham
- Stockport
- Barnoldswick
- Kendal
- Market Drayton
- Wigan
- Huddersfield
- Derby
At a glance
- Chartered Financial Planner
- Working in financial services since 2018
- Vouched for UK Top Rated Adviser 2022-2024
Daniel advised me through the whole process from a point where I was lost and had zero knowledge of investing a pension, to a place where I feel much more secure about my options and my future
February 2024
Danny is very friendly and easy to approach. He has always made himself available when I have had any questions. If something is out of the scope of his advice he will be clear about that and has been helpful pointing me in the right direction.
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.
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.