Daniel is a Director at Morgan Williams & Co and has been part of the team since 2016. He works with a wide range of clients – from young professionals taking their first steps towards building wealth, to business owners planning an exit, to families thinking about how best to pass assets on to the next generation. His advice covers pensions, investments, and strategies to help clients use their money in ways that support their goals in life.

From 2023 to 2025, Daniel served on the Board of the Personal Finance Society, including a year as Vice President, where he was involved in projects to support members, raise awareness of Financial Crime, Cyber Security and AI, attract new talent to the profession, and respond to regulatory change.

With a background in computing, Daniel takes a practical, detail-focused approach to planning and is known for making complex subjects straightforward. Most of his clients stay with him for the long term, valuing the trust and understanding built over years of working together.

Outside of work, Daniel is Deputy Chair of Governors at a local primary school and volunteers as a Community First Responder with Yorkshire Ambulance Service.