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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Daniel Sugarman

Photo of Daniel Sugarman

Senior Wealth Adviser

With over 12 years of experience, I take pride in assisting clients in achieving their objectives by providing tailored solutions to meet their needs. I advise high net worth individuals across a wide range of areas, including investment planning, retirement planning, inheritance tax planning and tax-efficient investing. Perhaps my favourite part of the job is when I am able to encourage clients to retire early or help their children, following extensive discussion and cash flow modelling exercises.

I am a Chartered Financial Planner who truly values the special relationships that I have built with my clients over the years.

Location: London

A bit about me:

I like to stay active, and I have previously taken part in the London marathon and a marathon row. I have two amazing football obsessed boys who have followed in my footsteps and become Spurs fans... welcome to a life of disappointment and heartache.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

‘Some people want it to happen, some wish it would happen, others make it happen.’

Contact:

020 7523 4608
View Daniel Sugarman's profile on LinkedIn

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.