Cert Daniels
Mortgage and Protection Consultant @Peter Alan Ltd
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WORK HISTORY
Mortgage and Protection Consultant @Peter Alan Ltd
Swansea, GB
EDUCATION
Chartered Insurance Institute
CII Level 3 Certificate in Mortgage Advice
Chartered Insurance Institute
Level 4 Diploma in Regulated Financial Planning, Financial Planning and Services
ABOUT CERT DANIELS
I’ve had a varied and rewarding journey—from starting out as a steelworker at Tata Steel to working in fast-paced sales environments with companies like Teamtailor and Otta. Each role taught me something new about resilience, communication, and the value of building genuine relationships.After spending time as a self-employed Retrofit Assessor, I decided to focus my passion for helping people into the financial world. I’m now a qualified Mortgage Consultant, committed to guiding clients through one of life’s biggest financial decisions with clarity and confidence. Studying for a CII Level 4 Diploma in Regulated Financial Planning.Outside of work, you’ll find me on the golf course or rugby pitch—competitive by nature and always up for a challenge.
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