Daniel Wynn Roberts BA (Hons) Dip PFS – Independent Financial Adviser

Working life

Since 2012

Daniel is an Independent Financial Adviser, specialising in Corporate Financial Planning. Daniel’s professionalism and attention to detail is apparent in the expert advice he provides. He works closely with both employers and employees to provide a bespoke service.

Daniel is passionate about our client experience. His approachable and highly knowledgeable character makes it easy for our clients to discuss their concerns and goals for the future.

Home life

What is an ability you wish you had? I wish I could time travel.

What’s currently on top of your bucket list? Costa Rica, I’d love to explore their national parks.

What’s the one talent people would be surprised to know about you? I am a dab hand at making balloon animals. The giraffe always goes down well.

Your karaoke song of choice? All These Things that I’ve done, The Killers

Brown or red sauce? Brown

Go to comfort food? Indian

Best box set TV binge and why? Sopranos – it’s the greatest series ever made!

Contact Daniel – daniel@innesreid.co.uk

Tel 01244 347 583

plane

Innes Reid profile
The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints
between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk