Mike Daniels
Independent Financial Adviser
Mike has nearly 50 years experience as a Financial Planner, and was the Managing Partner of an Oxfordshire based firm before starting his own firm (Kingswood Consultants Ltd) in 1988 specialising in Ethical Investments and where Mike wrote the first guide to Ethical Investments for retail customers.
Mike was a founding member of UKSIF and of the Ethical Investment Association.
Mike concentrates on providing investment and retirement planning services to his clients and has built long-term trusting relationships with them over the years. This is reflected in the fact that he now advises the third and fourth generation of some families.
Kingswood were acquired by Wren Sterling in September 2023 and Mike is delighted to be working as a member of the Wren Sterling team.
Outside of the office Mike’s interests include reading crime fiction, travel, sport and theatre. He also enjoys spending time with his grandchildren.