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Daniel Jordaan

Financial Planning Consultant DipPFS, CFA, CA (SA) in London

A little bit about Daniel

I became a financial planner to do meaningful work that empowers people to take control of their financial future. After 20 years in global finance and earning qualifications as a Chartered Accountant and the CFA charter, I now help individuals and families align their money with their values. Combining deep technical expertise with a personal, client-first approach, I offer thoughtful, structured planning that brings clarity, confidence, and peace of mind.

Find out more about me below.

Start the conversation

Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

An adviser’s insight

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Services

General Insurance

Home contents insurance, buildings insurance.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

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.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Location

Daniel's location

London
SE16
United Kingdom

Daniel is located in London and offers expert financial advice to suit your needs.

More about me

I’m a financial planner with 20 years of experience in the financial industry, including roles at global banks like RBC Capital Markets and Deutsche Bank. My background spans equity and credit markets, risk management, and investment analysis - expertise I now bring to individuals and families seeking clarity and confidence in their financial lives.

After qualifying as a Chartered Accountant in South Africa, I moved to London to explore the world and build my career in finance. Over time, I found myself increasingly drawn to helping friends and family with financial decisions like budgeting, investing and planning for the future. These conversations lit a spark that eventually became a calling. Earning the CFA charter, and subsequently the Level 4 Diploma in Regulated Financial Planning, I made the leap into financial advice to do meaningful work, on my own terms, with people I genuinely care about helping.

Today, I help clients align their money with their values through structured, thoughtful planning that reflects both technical rigour and a personal touch. My goal is simple: to listen well, guide wisely, and empower you to make the best financial decisions for your life.

I am a keen cyclist, enjoy walks around London and spending time with family and friends. I also like attending concerts and local events.

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.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 May 2025.