Daniel Lee

Daniel Lee

Adviser
Joined KWM

2017

Qualifications

BSc (Hons) in Industrial Economics
Dip PFS

Daniel initially joined KWM in a Business Development role after graduating with a BSc in Industrial Economics. During his time at KWM, Daniel has completed his Diploma in Financial Planning and is now a well trusted and respected Adviser at KWM.

Daniel is an economist at heart and follows the stock markets closely, putting his knowledge to use in devising customised plans that help our clients reach their financial aspirations. He describes himself as a ‘people person’ and takes great pride in understanding the unique story and journey of each client he works with.

Daniel enjoys meeting new, like-minded people and has a strong history of working with professionals, entrepreneurs, and business owners from a variety of sectors, adding value to their future planning and objectives.

Outside of work, Daniel focuses on maintaining a healthy lifestyle. He enjoys practicing yoga, running, and working out at the gym. He is also an avid Chelsea FC supporter. Away from sport and fitness, Daniel keeps updated on current events and has a passionate commitment to human rights.

Joe Woolf

Daniel was incredibly helpful every step of the way, explaining in a coherent and understandable way different options as well as going through benefits and limitations of these options. Me and my team feel incredibly comfortable that Daniel has acted in our best interests and I’m incredibly grateful for the ongoing support he offers.

Dan Goodchild

Although I have only just started using your services, I feel compelled to tell you and anyone who is thinking of working with you, just how impressed I am. From the very start of our first conversation, you made everything about me and made sure that whatever you were going to offer was always about me and made sure that whether you were going to offer was always going to be in my best interest. You offered me sound advice, always in layman’s terms (very much needed!!) but never condescending. You have set me up a plan that has left me with the utmost confidence in mine and my family’s future, a future that wouldn’t be as bright without your help. Your professionalism and caring nature, couple with your meticulous planning will make recommending you an absolute pleasure.

Rob Hall

A pension plan I held was maturing and I felt it was time for a change of company who managed my investments. St James’s Place Wealth Management came into being for me when a family member highly recommended them, as he was already a client. Daniel was appointed to me and it soon became apparent of his consideration to my lack of financial knowledge and his subsequent patience in giving clarity as to his proposals for my pension if investing with St James’s Place. I was given every confidence that this was the company with which to reinvest my hard earned money. I have direct and very good communication with Daniel both verbally and digitally, which is important to me if I have any queries that arise and equally St James’s Place is very concise in keeping me up to date with everything that they feel I should know. For the first time I have isa investments for my wife and myself, having had guidance from Daniel upon enquiring and I feel that I am a valued client of theirs whenever we speak whether I’m investing or not. I have the greatest faith that honesty and transparency are always the highest consideration with both Daniel and St James’s Place, integral in a confusing and ever changing pensions market, so please I changed my wealth management.

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