Daniel Healey

Managing Director @Capstone Financial

Manchester, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2019 — Present

Managing Director @Capstone Financial

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With over 20 years of experience in the financial advisory/wealth management sector; from being a financial adviser and running my own independent financial advisory company to being in a senior management position within a leading wealth management company. This experience has given me a thorough understanding of building a business that delivers exceptional clients outcomes. This starts with its “people” and its “culture” and I am a big believer in getting the right people and retaining them.As Managing Director of Capstone Financial, I ensure our team of advisers and operations team deliver the best quality of advice and service to all our clients. Our hard work is being recognised as we won “Financial Adviser of the Year” at the Talk of Manchester Business Awards 2018 and Special Commendation in 2019.

SKILLS

Residential MortgagesPension FundsEstate PlanningInvestment AdvisoryFinancial PlannersFinanceFinancial PlanningPersonal Financial PlanningFundingPortfolio ManagementAsset AllocationSavingsWealth AccumulationProtectionHigh Net Worth IndividualsBusiness DevelopmentWealth ManagementRetirementStrategic Financial PlanningTrustsCritical IllnessWealth Management ServicesRelationship ManagementPensionsSippInvestment StrategiesFinancial AdvisoryInvestmentsPersonal FinanceHolistic Financial PlanningRetirement PlanningStrategyInvestment ManagementInheritance Tax PlanningWealthFixed AnnuitiesFinancial ServicesEquity ReleaseIncome Protection

ABOUT DANIEL HEALEY

As a non advising Managing Director of Capstone Financial, I am proud to be working with…

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Daniel Healey — Managing Director at Capstone Financial in Manchester, GB | Unifers