Daniel Lees

DipPFS Cert CII (MP)
Senior Financial Consultant
phone symbol 0113 3878240
mobile symbol 07771 893810
Background

Having previously worked as a Financial Planning Manager with National Westminster Bank PLC, I joined Clayton Holmes Naisbitt in 2013 as a Financial Consultant.

Areas of Expertise

Key Person’s Insurance, Director Partnership Share Protection, Retirement Planning for business owners.

Services for Individuals

Mortgage Advice, Family & Income Protection, Wealth Management, Retirement & Inheritance Tax Planning.retirement planning for individuals.

Services for Businesses
Hobbies

In the words of the O’Jays “I love music, sweet sweet music” and confess to being an avid record collector. I also love to Travel and spend quality time with my family and friends.

Interesting Fact

I currently help out with the coaching team at Pontefract Collieries Junior Football teams and I have 2 young sons who have helped me develop my Lego building skills.