2008 -2010 Pensions and Investment Administrator @
Scott Daniels Education
Chartered Insurance Institute
Advanced Diploma in Financial Planning (Financial Planning and Services)
2013-2015
Chartered Insurance Institute
Certificate in Mortgage Advice
2015-2015
Chartered Insurance Institute
Award In Long Term Care
2015-2015
Chartered Insurance Institute
Diploma in Regulated Financial Planning (Financial Planning and Services)
2012-2013
Liverpool John Moores University
Bachelor of Arts (BA) Hons (Business & Finance)
2006-2010
Childwall Comprehensive 1997-2002
Scott Daniels Skills
Inheritance Tax Planning
Investments
Pensions
High Net Worth Individuals
Paraplanning
Financial Advisory
Wealth Management
Retirement Planning
Financial Services
Protection
Estate Planning
SIPP
Critical Illness
Trusts
Financial Planning
Income Protection
Wealth Management Services
Tax
Long-term Care
Strategic Financial Planning
Research
Drawdown
VCT
Offshore
EIS
Executive Support
Portfolio Management
Microsoft Excel
Long Term Care
Management
Project Management
Scott Daniels Summary
Scott Daniels, based in Liverpool, GB, is currently a Co-Founder at PLUS Group. Scott Daniels brings experience from previous roles at Adeptli, SISOMA, Fluid and Willson Grange. Scott Daniels holds a 2013 - 2015 Advanced Diploma in Financial Planning in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Inheritance Tax Planning, Investments, Pensions, High Net Worth Individuals, Paraplanning and more. Scott Daniels has 3 emails on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.