DANIEL SHAYLER
BUSINESS DEVELOPMENT DIRECTOR
JOINED BURLINGTON IN 2007
Daniel joined Burlington Associates in 2007 and is a Fellow of the Chartered Insurance Institute and a Chartered Financial Planner. His most rewarding career moment to date is being made Business Development Director to support the company and advisers. His goal is to support the growth of Burlington Associates so we can help as many people as possible.
With over 12 years of experience in Financial Services Daniel now deals with primarily High-Net-Worth individuals and specializes in lifetime cash-flow forecasting (Financial Planning). His clientele extends from those in the world of finance i.e. mostly Investment Bankers, Partners in legal firms, and self-made entrepreneurs. Daniel is and continues to be an experienced and trusted Financial Planner and he has gained many advanced qualifications ranging from pensions, investments, trusts/taxation, and Financial Planning.
Daniel is a firm believer in the company’s core values when working with his clients which is the holistic Financial Planning process. This is designed to provide a clear roadmap i.e. to understand and appreciate what has been achieved thus far, future goal planning which is supported by professional advice to his clients. The major motivator for many of his clients to undertake Financial Planning is to ensure that their money outlives them and then to safeguard and build a legacy for their future generations.
Daniel is a big advocate of creating a lifestyle that balances family, friends, personal interests and work. He often informs clients: ‘…building a career path is important and rewarding, but don’t forget your family as they’re just as important’.
Our Team
Senior Management
Financial Planners
Mortgage Advisers
Client Service Support