Daniel Robertson
Business Development Manager
Professionally
Daniel applies his knowledge and experience from over 15 years in financial services and natural skills in business development to identify and develop opportunities for individuals, families, businesses and other professional services to work with the Craven Street Wealth team.
Through the use of data, all available resources and sales aids, Daniel always seeks to improve the firms strategic marketing, campaigns and projects whist supporting the adviser team with relationship management.
From initial inception to completion, Daniel led the rebrand to Craven Street Wealth from a marketing perspective and will manage the amalgamation of future acquired firms, recognising that each is unique and will therefore require a bespoke approach most suitable for their clients, staff and other stakeholders.
He is a strategic thinker with an ability to creatively deliver results.
- Business development
- Business strategy
- External, client and internal communications
Personally
Daniel has a young, growing family and is actively involved in his local community.
To unwind he enjoys live music, theatre, international rugby, motor racing and socialising with friends.
Daniel in the spotlight
Written by Daniel
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© Copyright Craven Street Wealth Limited 2024. All rights reserved. All content is for general information only and does not constitute investment, tax, legal or other forms of advice. You should not rely on this information to make, or refrain from making any decisions. Craven Street Wealth is the trading name of Craven Street Financial Planning Limited.
Craven Street Financial Planning Limited (FCA No 135202) is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No: 03852054
Craven Street Wealth Limited is a registered limited company in England and Wales No: 13077997
Registered office: 3 Gough Square, 3rd Floor, London, United Kingdom, EC4A 3DE
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