Daniel Barrett
Chartered Financial Planner @Pentins Financial Planners Ltd
Deal, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2024 — Present
Chartered Financial Planner @Pentins Financial Planners Ltd
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Canterbury, GB
Specialising in comprehensive financial solutions for professionals, retirees, and business owners, focusing on- Pensions and retirement planning- Tax-efficient investment advice- Inheritance Tax planning- Cash flow modelling for strategic financial decision-making
EDUCATION
2018 — 2020
Chartered Insurance Institute
Advanced Diploma Financial Planning
2015 — 2017
Chartered Insurance Institute
Diploma in Regulated Financial Planning
2004 — 2008
University of Portsmouth
BSc (Hons.) Geology
ABOUT DANIEL BARRETT
I’m a Chartered Financial Planner helping clients make confident decisions about…
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