Daniel Gray

Financial Planner at Evelyn Partners

Daniel Gray is a Financial Planner at Evelyn Partners, where responsibilities include retirement and investment planning since December 2022. Previously, Daniel served as a Wealth Management Consultant and Mortgage and Protection Adviser at Victoria Court Private Clients from July 2019 to December 2022, providing expertise in mortgages, protection, and investment strategies. Daniel's career began at Santander UK as a Mortgage Adviser, following a promotion from the retention department. Additional experience includes roles at Capita Remediation Services and Capita, emphasizing case handling and quality assurance. Daniel holds a Bachelor's degree in Business with Economics from Northumbria University and has earned qualifications in mortgage advice and financial planning from the London Institute of Banking & Finance.

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Leeds, United Kingdom

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Evelyn Partners

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Evelyn Partners is one of UK’s leading integrated wealth management and professional services group.


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1,001-5,000

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