Daniel Barratt
Chartered Financial Planner
Clients Say About Daniel Barratt
“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.
Contact details:
E: daniel.barratt@lift-financial.com
M: 07969723462
Personal
- Spare time?
- I love watching football, eating out and travelling.
- Favourite city?
- Barcelona
Clients Say About Daniel Barratt
“I always find Dan very helpful and patient. He explains things clearly and intelligently, supporting my confidence in the management of my investments.”