Daniel McLeod

Compliance and Client Support

01463 630631

Take a look at Daniel’s...

Qualifications

Qualifications

  • Diploma in Financial Planning

    This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

  • R01 Financial Services, Regulation, and Ethics

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

  • R02 Investment Principles

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

  • R03 Personal Taxation

    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

  • R05 Financial Protection

    This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

  • R06 Financial Planning Practice

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

At work

Daniel joined Achieve in January 2021, and has achieved his Diploma in Regulated Financial Planning.

At Achieve, Daniel primarily works behind the scenes in a compliance-focused role.

Outside of work

Daniel achieved a BA (Hons) in Business Management with Marketing from the University of the Highlands and Islands in 2019.

Away from work, Daniel enjoys running, fishing, camping, and socialising with his friends.

Our team

There’s a wealth of experience and knowledge among the members of the Achieve team, and it’s at your disposal whenever you choose to work with us.

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When you’re ready, we’re here

We’d love to hear from you. Whether you’re ready to start planning or just have questions, take the first step and get in touch.

    Achieve Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Registered in Scotland: Registered Number SC367766. Should you wish to register a complaint, please write to or telephone James Sinclair using the information provided above. A summary of our complaints handling procedures for the reasonable and prompt handling of complaints is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 08000 234567.

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