One of the East of England’s leading wealth management firms MT Financial Management (MTFM) has welcomed Daniel Elkington as its latest Independent Financial Planner (IFP).
Daniel has almost a decade’s worth of experience in the world of finance and was a runner-up at this year’s prestigious Money Management Financial Planner Awards for his expertise in alternative assets.
Put together by Money Management, which is the technical journal of The Financial Times for advisers, the award attracted the attention of MTFM who thought Daniel would be the ideal candidate for their latest IFP position.
He specialises in advising high net-worth clients, trustees, charities and businesses on a range of wealth management matters, such as pension planning, Enterprise Investment Schemes, alternative investments and much more.
Daniel can also provide support to clients with their wider investment portfolios and assist with the decision whether to transfer final salary pension and CARE schemes.
Speaking about his appointment, he said: “I have had a fantastic 2017, coming close to taking home a national award. Joining MTFM is another highlight and I am looking forward to providing a complete service, and being able to use all the qualifications and expertise that I have to the full benefit of my clients.”
Outside of work, Daniel is very active in the local community and sits as a trustee of a local multi-academy trust school – looking after 250 teachers and thousands of pupils across a range of sites.
He is also a trustee of Boston and South Holland Age UK and President of the Boston Grammar School Alumni.
Trevor Wilshire, Director of MT Financial Management, said: “When we met Daniel and heard about his exceptional achievements we knew he would be an asset to our firm. We believe that his expertise and experience gained in a professional environment will strengthen our reputation for delivering excellent support to clients of our firm.”