Scott Daniels Email
Co-Founder @ Plus Group ™
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Scott Daniels Location
- Liverpool, GB
Scott Daniels Work
- 2013 -now Co-Founder @
- 2024 -now Co-Founder and Consultant @
- 2021 -now Co-Founder @
- 2015 -now Co-Founder @
- 2011 -2013 Senior Paraplanner @
- 2010 -2010 Associate - Client Services @
- 2010 -2010 Intermediary Support @
- 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 2 emails on RocketReach.
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Top Plus Group ™ Employees
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Co-Founder
Liverpool, GB
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Liverpool, GB
Quinn Lacy
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Dallas, TX, US
Kelly Daniels
Account Manager
Liverpool, GB
Andy Walters
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Molly Nicholson
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Jonathan Maskell
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Bethany Houghton
Partner Relationship Manager
Liverpool, GB
Clare Dippfs
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EA and Operations
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Simon Coffin
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