Daniel Helwig is a Chartered Financial Planner currently serving as a Private Client Wealth Manager at HSBC since 2017. They previously held positions as a Premier Relationship Manager and Premier Client Manager at HSBC, as well as a Financial Planning Manager at Lloyds Banking Group. Early in their career, Daniel worked as an Assistant Branch Manager at HFC Bank and a Personal Banking Manager at Barclays. Daniel earned a BSc (Hons) in Business & Management from Brunel University and holds multiple financial qualifications from IFS and the Chartered Insurance Institute, including an Advanced Diploma in Financial Planning.
Location
London, United Kingdom