Daniel Evans

Daniel Evans is a Chartered Financial Planner currently working at Expert Wealth Management since July 2023. Prior experience includes positions at First Wealth | Certified B Corp from September 2018 to July 2023, where Daniel served as a Chartered Financial Planner, Chartered Head of Technical, and Technical Analyst. Previous roles at Expert Wealth Management from November 2014 to July 2018 included Advisor Support Manager and Client Relationship Manager. Earlier career experience includes a position as Financial Services Administrator at Old Mutual Wealth from September 2013 to June 2014. Daniel holds a Bachelor's Degree in Psychology from the University of Southampton and has additional education from the Chartered Insurance Institute and the Kinder Institute of Life Planning.