Schroders Personal Wealth
Daniel Weaver has a comprehensive background in the financial planning industry. Daniel began their career as a Financial Adviser at Halifax in 2007 and then transitioned to Lloyds Banking Group in 2011, where they served as a Private Banking Manager until 2014. Daniel then joined Lloyds Private Banking as a Private Client Manager from 2014 to 2017, before becoming a Wealth Planner until 2019. Daniel currently works at Schroders Personal Wealth, initially starting in 2019 as a Personal Wealth Planner and advancing to their current role as a Chartered Financial Planning Director in 2022.
Daniel Weaver earned a Bachelor of Science (BSc) degree in Economics from Oxford Brookes University from 2006 to 2009. Daniel also holds additional certifications including CF30 from the Financial Conduct Authority and Chartered Financial Planner from the Personal Finance Society.
Schroders Personal Wealth
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Schroders Personal Wealth is a joint venture between Lloyds Banking Group and Schroders – two of the UK’s largest names in banking and asset management. We were created to help more people across the UK benefit from financial advice. We have the advantage of solid foundations and a strong heritage. But we take a fresh, transparent and personal approach to financial planning. We aim to provide clients with clarity and transparency in everything we do. This includes using technology to explain how long-term financial planning can add value to people’s lives; to give people access to information about their financial wellbeing; and to communicate with their adviser when it's convenient for the client. Our heritage may be 400 years old, but our approach is built for the future.