Daniel Halliday's Location
Newcastle Upon Tyne, Newcastle Upon Tyne, United Kingdom
Daniel Halliday's Work
- Pension Transfer Specialist @ Prism Financial Advice Ltd
- Paraplanner and Trainee Pension Transfer Specialist @ Prism Financial Advice Ltd
- Office Administrator @ Hornes Chartered Surveyors
- IFA Administrator @ Select Financial Solutions North East LLP
- Student @ Bibis Sprachschule
- World Travel @ Work and Travel
- Client Portfolio Manager's Assistant @ abrdn
- Administrator @ Pantheon Financial Ltd (Now part of Ascot Lloyd)
- Fund Analyst @ Link Group (LNK)
- Accounts Agent @ Saks Accounting Services
Daniel Halliday's Education
- Chartered Insurance Institute
AF7 - Pension Transfers (Pass)
- Chartered Insurance Institute
R06 - Financial Planning Practice (Pass)
- Chartered Insurance Institute
R05 - Financial Protection (Pass)
- Chartered Insurance Institute
R04 - Pensions & Retirement Planning (Pass)
- Chartered Insurance Institute
R03 - Personal Taxation (Pass)
- Chartered Insurance Institute
R02 - Investment Principles & Risk (Pass)
- Chartered Insurance Institute
R01 - Financial Services, Regulation & Ethics (Pass)
- Chartered Insurance Institute
FA7 - Financial Services Products (Pass)
- Chartered Institute for Securities and Investment
CISI Level 3 Certificate in Investment Operations (Pass)
2013 - 2014 - Northumbria University
Bachelor's Degree (Accounting)
2010 - 2013
Daniel Halliday's Skills
- Asset Management
- Analytical Skills
- Valuation
- Teamwork
- Investments
- Securities
- Investment Strategies
- Financial Analysis
- Account Reconciliation
- Fund Administration
Daniel Halliday's Summary
Daniel Halliday, based in Newcastle Upon Tyne, Newcastle Upon Tyne, United Kingdom, is currently a Pension Transfer Specialist at Prism Financial Advice Ltd, bringing experience from previous roles at Prism Financial Advice Ltd, Hornes Chartered Surveyors, Select Financial Solutions North East LLP and Bibis Sprachschule. Daniel Halliday holds a AF7 - Pension Transfers in Pass @ Chartered Insurance Institute. With a robust skill set that includes Asset Management, Analytical Skills, Valuation, Teamwork, Investments and more, Daniel Halliday contributes valuable insights to the industry. Daniel Halliday has 1 email on RocketReach.
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ViewDaniel Halliday
Pension Transfer Specialist at Prism Financial Advice Ltd
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Independent Financial Adviser at Prism Financial Advice Ltd
Cramlington, Northumberland, United Kingdom1 -
ViewCraig Hutton
Paraplanner at Prism Financial Advice Ltd
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