Daniel Moakes McSi Apfs

Daniel Moakes MCSI APFS is an experienced Regional Manager in Financial Planning at Rathbone Brothers Plc. Prior to this role, Daniel served as a Director and Specialist Business Partner at Coutts, where Daniel oversaw a team of wealth managers and financial planners catering to Ultra HNW clients with complex needs. Daniel has a strong track record of achieving exceptional business levels while ensuring robust risk management. With previous experience at Clydesdale Bank, Royal Bank of Scotland, and HSBC, Daniel has a diverse background in providing financial planning services to both personal and corporate clients.