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Daniel Prior

Independent Financial Adviser

I have an analytical background in both Civil Engineering and Economics, this has helped me when working closely with a range of advisers as part of the technical research team. I now use these skills to advise my own clients.

I help my clients with a range of needs including pensions and retirement planning, inheritance tax planning, investments and financial protection. My expertise lies in exploring and explaining a range of options to my clients to help them understand what is best for them and why we are taking a certain approach.

I like to explore my clients’ motivations to help them understand their financial goals so we can put in place a plan which will help them make the most of their finances and give them peace of mind.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management


Based in

South East


Surrey, Hampshire, West Sussex

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