Chartered McSi Zachariah Daniels

Zachariah Daniels, Chartered MCSI, currently serves as a Portfolio Analyst at AFH Wealth Management, a position held since October 2018. In this role, Zachariah specializes in assisting with the Inheritance Tax (IHT) service for clients by selecting specific assets that, if held for at least two years, can be excluded from the taxable estate. Previously, Zachariah gained experience as a Trainee Stockbroker at Beaufort Securities Ltd from July 2017 to March 2018.