Daniel Helwig
Director @HSBC
London, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2026 — Present
Director @HSBC
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EDUCATION
2011 — 2012
Chartered Insurance Institute
Dip CII, Diploma in Financial Planning
2002 — 2005
Brunel University of London
BSc (Hons), Business & Management
2007 — 2009
IFS
CeFA, Certificate in Financial Advice
N/A
Chartered Insurance Institute
Advanced Diploma in Financial Planning
ABOUT DANIEL HELWIG
Proactive strategic financial planner, using professionalism, client focus and an expert understanding of financial planning, advice and wealth products to develop long term, in-depth, and successful relationships.Currently specialising in providing advice to:FTSE 350 C-SuiteHNW Sports & Media ClientsEntrepreneurs - Established & Liquidity EventsHedge Fund & Portfolio Managers
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