Daniel Alder is a seasoned Chartered Financial Planner with experience in various financial management roles. Currently employed at The Private Office since February 2022, Daniel previously contributed to Montgomery Charles Financial Management Ltd. and Saunderson House, specializing in helping clients articulate their life goals. Daniel holds a Master of Science in Investment Management from the ICMA Centre, graduating with distinction, and successfully passed Level 1 of the CFA on the first attempt. Prior experience includes analytical roles at O2 Telefonica UK as both a Business Analyst and Financial Analyst. Daniel's educational background also includes a Bachelor of Science in Economics from the University of York.
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