Daniel Fellows

Wealth Planning

About

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Daniel joined Killik & Co. in February 2014 after graduating from University of Wales, Aberystwyth with a BScEcon(Hons) in Business Finance and working in an accounts position for a leading spa group. Since Joining Killik & Co. Daniel has achieved the Certificate in Discretionary Management, is a Chartered Financial Planner and is a Member of the Society of Trust and Estate Practitioners.  He is now working towards further STEP qualifications. He specialises in working with individuals and families to understand their current financial position, lifetime goals, and then develop and monitor tailored financial solutions alongside investments to help achieve each objective.

Branch

Mayfair
46 Grosvenor Street Mayfair, London
W1K 3HN
Nearest Tube: Bond Street
+44 (0) 207 337 0777
[email protected]