Bartlett Group
Daniel Barron is a financial professional with extensive experience in compliance and account management. Currently serving as a Financial Accounts Assistant at Bartlett Group Ltd since August 2022, Daniel previously held the position of Client Money Calculations Analyst at The Ardonagh Group from June 2021 to August 2022. Daniel's background includes a role as a Compliance Analyst at StepChange Debt Charity, specializing in the FCA CASS rulebook from July 2018 to March 2021, and a brief tenure as a Compliance Monitoring Officer at Aviva in mid-2018. Earlier roles at Lloyds Banking Group encompassed various titles related to CASS and client money operations. Daniel began the professional journey as a Kitchen Supervisor at Market Town Taverns plc from June 2014 to December 2015, following a Bachelor of Arts degree in History from the University of Hull.
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Bartlett Group
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Established in 1940, Bartlett Group is an independent insurance and financial solutions specialist, offering tailored services for businesses and individuals. From bespoke insurance solutions to employee benefit packages, wealth management, and independent financial advice, our comprehensive offerings reflect our commitment to excellence. Honoured with accolades such as the UK Broker of the Year and Commercial Lines Broker of the Year in 2020, and ranked in the Financial Times Top 100 UK Financial Advisers, Bartlett Group operates globally, reaching clients in over 30 countries through our UK and overseas offices and an extensive network of associates. As a Chartered Insurance Broker, our dedication to quality is evident in our client-centric approach and the expertise of our in-house team. Today, managed proudly by the third generation of Bartletts, Bartlett Group serves businesses, charities, and individuals across the UK, ranging from regional manufacturing firms to large financial institutions. Private clients include families we've had the privilege of assisting for generations. Looking forward to the next decade rather than the next quarter, we are well-positioned to continue creating meaningful and enjoyable careers for our colleagues nationwide. When you join Bartlett, you contribute to supporting vulnerable young people in the UK and abroad. We allocate 8% of our profits to grassroots organisations, raising over a million pounds in the last four years alone for remarkable causes. Navigating markets effectively and securing success, we invite you to discover more about Bartlett's standard-setting services at www.bartlettgroup.com.