Daniel Murdoch – Inverness

Wealth Planner

Daniel entered the world of Financial Services in May 2013 with Mackenzie Investment Strategies (acquired by Succession in 2018) and has progressed from initially being an admin assistant to Financial Planner after achieving the Diploma in September 2017.

Having achieved the Diploma, Daniel is now building his experience whilst also studying towards achieving the Chartered Status.

Daniel provides holistic financial planning for clients, specialising in pre and post retirement planning. Daniel strives to have long-term relationships with clients and finds the work he does for them very rewarding, especially when able to demonstrate, for example, that someone can retire without the risk of running out of money.

Outside of work Daniel enjoys staying fit through the gym, football and golf as well as keeping up with his busy social calendar although he has recently just become a home owner which has curtailed this.

07387 261 822

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