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Daniel Schofield
Daniel Schofield
About
Daniel is one of the founding Partners at The Private Office, working from our office in Leeds but also covering areas such as Lancaster, Manchester and Selby. As an experienced financial adviser he supports a wide range of clients including entrepreneurs, owners of private companies, private clients, those approaching or at retirement and trustees.
Daniel’s advice is predominantly focused on the disciplines of personal and corporate financial planning, investment portfolio management, inheritance tax (IHT) planning and mitigation, legacy and succession planning, and cash-based investments. He works closely with a trusted group of professional peers to provide a truly holistic service to clients which is both advice and solution-orientated.
Working in financial advice since 1997, Daniel trained with a Harrogate-based firm of Independent Financial Advisers before joining Chase de Vere Financial Advisers as an Area Manager and practicing financial planner.
Daniel holds a Diploma in Financial Planning, a Certificate in Financial Planning and Certificate in Life & Pensions. He is also the Vice Chair of the internal Investment Committee (TPOIC) and a regular contributor and presenter on the global markets and asset allocation at seminars across Yorkshire.
Outside of work, Daniel enjoys spending time with his family, mountain biking and running, and he is a proficient scuba diver.
Areas Of Expertise
- Pensions advice
- Personal and corporate financial advice
- Investment portfolio management
- Inheritance tax planning and mitigation
- Legacy and succession planning
- Cash-based investments
Qualifications
- Diploma in Financial Planning
- Certificate in Financial Planning
- Certificate in Life & Pensions
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 Schofield locations
Daniel Schofield map
- Walsall
- Swadlincote
- Lancaster
- Skipton
- Huddersfield
- Crewe
- Selby
- Birmingham
- Manchester
- Harrogate
- Preston
- Norwich
- Halifax
- Bishop Auckland
At a glance
- Working in the finance industry since 1997
- Significant experience in senior positions at financial advisory firms
- Experience advising owners of private companies
Daniel and his team have been a great help in planning our financial stability in our retirement years. I don’t think they could have done any better.
July 2024
I have been a client for over 20 years and was originally recommended to the practice by my accountants. He provides proactive, forward looking advice which is helpful.
December 2023
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.
The Private Office is 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.