Daniel Lawton

Background

About Daniel Lawton

I am a qualified Financial Planner and passionate about helping people experience the best life possible with the money they have. I help people to make wise financial decisions while navigating through life’s financial challenges, delivered in a friendly, honest, and inquisitive manner. The aim of financial planning is to significantly improve the wealth of our private clients. This covers: • Supporting individuals, families, trustees and small business owners. • Creating and maintaining a goals based plan as the foundation of living the life you want. • Proactive tax planning - Mitigation of Income Tax, Capital Gains Tax and Inheritance Tax. • Retirement planning, pensions and retirement income. • Lifetime cash flow planning. • Effective investment strategies for savings over the longer term. • Protection of a clients assets and lifestyle in the event of death or serious illness. A key part of Financial Planning involves some key questions: • What type of lifestyle do I want or want to continue living? • How much do I need to live the lifestyle I want? • When will I achieve this? • Will I and the people I care about be O.K? If you are interested to know more about our people first financial planning service, please get in touch with me through LinkedIn. Alternatively, you can call me on 01628 300 230 or e-mail me at daniel.lawton@ergowealth.com