Financial Adviser

Daniel Robertson

Daniel is a Chartered Financial Planner at Hardcastle Burton Financial Ltd with over eight years of experience helping clients achieve their financial goals. Before becoming an independent financial adviser, he worked as a mortgage adviser for HSBC and Lloyds, gaining valuable insight into lending and property finance. He also spent time in commercial sales before focusing on financial planning.

Daniel provides tailored financial advice, helping clients organise their finances, grow their wealth, and plan for the future with confidence. Whether advising on investments, retirement planning, or tax-efficient strategies, he ensures clients have a clear, structured plan to achieve their long-term objectives.

Outside of work, Daniel enjoys motorbiking, travelling (especially motorbiking holidays), playing squash, and reading.

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