Daniel Weaver

Daniel Weaver has a comprehensive background in the financial planning industry. Daniel began their career as a Financial Adviser at Halifax in 2007 and then transitioned to Lloyds Banking Group in 2011, where they served as a Private Banking Manager until 2014. Daniel then joined Lloyds Private Banking as a Private Client Manager from 2014 to 2017, before becoming a Wealth Planner until 2019. Daniel currently works at Schroders Personal Wealth, initially starting in 2019 as a Personal Wealth Planner and advancing to their current role as a Chartered Financial Planning Director in 2022.

Daniel Weaver earned a Bachelor of Science (BSc) degree in Economics from Oxford Brookes University from 2006 to 2009. Daniel also holds additional certifications including CF30 from the Financial Conduct Authority and Chartered Financial Planner from the Personal Finance Society.