Daniel Barratt
Chartered Financial Planner
I always find Dan very helpful and patient. He explains things clearly and intelligently, supporting my confidence in the management of my investments.
Joined LIFT-Financial in October 2012.
Professional:
After graduating from university with a degree in finance & investment management, I joined LIFT-Financial in 2012. I have progressed from a junior administrator to a Chartered Financial Planner and a Fellow of the Professional Finance Society. I moved to London in January 2015. I enjoy working with clients to help them understand their financial future and what often simple steps can be taken to develop a comprehensive financial plan. My aim is to introduce young professionals to long-term financial planning. As with everyone involved with LIFT-Financial, I am a strong proponent of fair, tailored and fee-based financial planning.
What gives you a LIFT?
Spending time with my family and a good round of golf.
Contact details:
E: daniel.barratt@lift-financial.com
M: 07969723462