Each client relationship is overseen by an experienced Investment Adviser and supported by a dedicated administrative professional. This team approach adds depth to and strengthens long-term client relationships.

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Your Personal Advisors

Independent Financial Adviser

Daniel Geach

Daniel began his career in Financial Services over 20 years ago. Before founding the new business in 2019 Daniel spent 10 years as a Financial Adviser and Stockbroker at Edward Jones before co-founding Charles Daniel in 2010 where he spent the next 10 years of his career.  He Graduated from Surrey University in 1997 with a BA Honours Degree in Marketing & Modern Languages.

Daniel is a member of the Personal Finance Society and holds the Diploma in Financial Planning. 

Daniel specialises in Investment Advice and Retirement & Estate Planning.

Daniel lives in Fordham with his wife Michelle and their three children. In his spare time Daniel coaches a local boys football team and enjoys being an active member of his local church in Cambridge.

Client Service Administrator

Sally Blatchford

Sally began her career in Financial Services over 15 years ago. Having previously held key Customer Service Roles within Barclays Bank in both Soham & Ely branches Sally decided to join Daniel in 2013 as a Client Service Administrator in the Newmarket Office of Charles Daniel Ltd.

Now continuing in her role at DG Financial, Sally is looking forward to building on the already strong client relationships the firm has developed over the last 10 years.