Daniel Hecht
Financial Planning Consultant DipPFS in Glasgow
A little bit about Daniel
I’ve been working within the finance industry for over 20 years. I am extremely passionate about my role and responsibilities and spend time building strong long-term relationships with clients, helping to firstly identify goals and objectives, but more importantly helping to understand and educate how these can be achieved. I will develop financial planning solutions that suit your individual needs and introduce you to specialist third party providers where I feel they can add value.
Start the conversation
Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today
An adviser’s insight
Spend wisely and save smartly
June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.
While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.
It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*
Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.
Click on the contact me today button at the top of my profile to discuss how I can help you.
*Source: HMRC
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
General Insurance
Home contents insurance, buildings insurance.
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Qualifications
Diploma in Financial Planning
- The Level 4 Diploma in Financial Planning from the Chartered Insurance Institute develops core technical understanding across a broad range of key financial planning areas.
Certificate in Financial Services
- This Level-3 Certificate in Financial Services develops knowledge and understanding of the sector and its activities, key customer needs, solutions and products, and how individuals and organisations work within a regulatory and legislative environment.
Location
Daniel Hecht's location
Daniel is located in Glasgow and offers expert financial advice to suit your needs.
More about me
I pride myself as a holistic financial planner, advising in a range of areas including Retirement Planning, Investments, Individual and Business Protection and Tax planning. I have vast experience in advising high net worth clients on their wider financial planning objectives, as well as providing ‘peace of mind’ to clients who are already successfully on target to meet their goals. I aim to deliver advice with clarity, always putting my clients in a position of informed choice.
Outside of work, I have a young daughter. In my spare time, I am an avid golfer and enjoy most sports and staying active. I also enjoy spending time socialising with family and friends.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.