Wiltshire Wealth

25 St Margarets St, Bradford-On-Avon, BA15 1DN Directions

   Now closed Open Wednesday 08:30 - 18:30

Business overview

As an INDEPENDENT financial planner, I provide financial advice to professionals, families and small businesses. I focus on:

• building long term relationships;

• helping clients build and preserve their capital; and,

• protecting them against risk.

I sincerely believe that good financial planning can change your life - I'm committed to helping people make better financial decisions in order to live freer, happier, more fulfilling lives.

My clients include:

• Business owners/entrepreneurs;

• Professionals;

• Individuals planning for retirement; and,

• Families with complex estates.

I have a 1st class degree in Finance & Economics from the University of Exeter and am a Fellow of the Institute and Faculty of Actuaries. I have previously worked for several large financial institutions, specialising in risk, pensions and investment product development before setting up Wiltshire Wealth.

If you would like an informal chat with no obligation, please feel free to connect with me on LinkedIn or send me an email at [email protected]


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Products & Services


Tax Planning


Income Protection Insurance

Life Insurance


Excellent, relaxed and professional experience.

Daniel helped me understand the sorts of things I should be considering and helped map out a simple plan.
Very easy to work with and I have already connected him with some of my friends who were looking for someone they can trust.
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Wiltshire Wealth ISA investment advice

Knowledgeable, professional and clear
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