Daniel Karim Email & Phone Number
Independent Financial Adviser at One Financial Solutions (T: 020 3714 9565) @ One Financial Solutions
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Daniel Karim Location
- United Kingdom
Daniel Karim Work
- Independent Financial Adviser at One Financial Solutions (T: 020 3714 9565) @ (April 2017 - Present)
- Independent Financial Planner (E: T: M: ) @ (July 2015 - October 2016)
- Private Client Manager - Financial Planning @ (August 2014 - June 2015)
- Senior Independent Financial Adviser @ Investment Solutions wealth management (August 2013 - August 2014)
- Commercial Financial Planning Adviser @ (March 2005 - August 2013)
- Senior Financial Planning Manager @ (March 2002 - March 2005)
- Financial Planning Manager @ (March 2000 - March 2002)
- Business Systems Analyst @ (August 1996 - March 2000)
- Underwriter @ (January 1994 - January 1995)
- Accelerated Management Trainee @ (January 1991 - January 1992)
Daniel Karim Education
- Chartered Insurance Institute
Certificate in Mortgage Practice - CertCII MP
2002-2002 - LIBF
Certificate in Mortgage Advice & Practice - CeMAP
2002-2002 - Chartered Insurance Institute
Financial Planning Diploma - DipPFS
2001-2002 - Chartered Insurance Institute
Diploma in Insurance - Dip CII
1996-1998 - Hong Kong Mandatory Provident Fund Authority
MPF Exam
1997-1997 - Bournemouth University
BA (Hons) (Financial Services 2.1)
1992-1996 - The Chartered Banker Institute
Pre associateship CIOB
1991-1992 - CHARTERS SCHOOL
GCSEs & A-Levels
1984-1991
Daniel Karim Skills
- Account Management
- Asset Allocation
- Banking
- Business / Commercial Financial Planning
- Business Analysis
- Business Development
- Business Strategy
- Conceptualizer
- Consultation Skills
- Critical Illness
- Customer Service
- Exit Strategies
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planners
- Financial Planning
- Financial Services
- High Net Worth Individuals
- Holistic Financial Planning
- Income Protection
- Independent Financial Advice
- Inheritance Tax Planning
- Insurance
- Investment Advisory
- Investment Management
- Investments
- Key Person Protection
- Life Insurance
- Management
- Negotiation
- New Business Development
- Pensions
- Portfolio Management
- Professional strategic alliances / partnerships
- Profit
- Profit extraction
- Project Management
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Sales Management
- Shareowner Protection
- Strategic Financial Planning
- Succession Planning
- Total quality management (TQM)
- Wealth
- Wealth Accumulation Strategies
- Wealth Management
Daniel Karim Summary
- Daniel Karim, based in United Kingdom, is currently a Independent Financial Adviser at One Financial Solutions (T: 020 3714 9565) at One Financial Solutions. Daniel Karim brings experience from previous roles at BLG Wealth, Price Bailey LLP - Chartered Accountants & Business Advisers, Investment Solutions wealth management and HSBC. Daniel Karim holds a 2002 - 2002 Certificate in Mortgage Practice - CertCII MP @ Chartered Insurance Institute. With a robust skill set that includes Account Management, Asset Allocation, Banking, Business / Commercial Financial Planning, Business Analysis and more. Daniel Karim has 1 emails and 1 mobile phone numbers on RocketReach.
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