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Daniel Robertson

Business Development Manager

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Daniel Robertson

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Further information

Daniel identifies and develops opportunities for both individuals and businesses to work with Kreston Reeves Financial Planning, in building long-term relationships and strategies to achieve personal and financial objectives.

With over 10 years experience in financial services, Daniel joined Kreston Reeves in 2014 from the retail banking sector, bringing with him knowledge and experience in delivering outstanding client service in helping achieve financial, personal and business goals.

Daniel is passionate about promoting his team and the areas in which Kreston Reeves Financial Planning can help clients.

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I just wanted to take a moment to let you know about the exceptional service we have been receiving from Kreston Reeves, in particular my two contacts Dan Robertson and... More Louise Simpson-Brown. Moving to Kreston Reeves has the best thing we could have done for our business, their continued support has been amazing and greatly appreciated from my perspective. I feel people are very quick to complain these days but not necessarily quick enough to highlight exceptional service. Kate Donnelly, Management Support, Twice2much Ltd

Personal Interests

When not busy networking and building professional connections, Daniel enjoys spending time with his young family and being actively involved in his local community.

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  • yes I have read the privacy notice and am happy for Kreston Reeves to use my information