Daniel Waugh

Wealth Management Partner

Daniel Waugh is a Wealth Management Partner at True Potential LLP, where they focus on financial and retirement planning. They possess extensive experience in the financial industry, having held roles as a Financial Consultant at Lowes Financial Management and a Paraplanner specializing in pensions at Ashcourt Rowan. Prior to these positions, Daniel worked as a Senior Administrator at Blueprint Financial Services and as a Paraplanner at Advies Private Clients LLP. They obtained a BA (Hons) in Economics from The Manchester Metropolitan University and continue their education through the Chartered Insurance Institute.

Location

Sunderland, United Kingdom

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