Our Financial Planners

Michael J. Daniels, CFP AIFP DipPFS

Director

Founder of the firm, Mike has over 40 years experience in the financial services profession. Prior to forming Kingswood Consultants in 1988, Mike was, for thirteen years, Senior Partner in an Oxford firm of Independent Financial Advisers and has vast experience in personal and corporate financial planning. He is a member of the Ethical Investment Association, serves as an adviser to Merchant Investors Ethical Funds and regularly contributes to the Financial Times Money Makeover column.

When not working, Mike enjoys time on the golf course and helping to promote charitable causes. 2003 was a particularly busy year for Mike, concurrently serving as President of both Bicester Rotary Club and Bicester Lions Club. Mike holds the following professional qualifications:

· CII Financial Planning Certificate (FPC)

· CII Advanced Financial Planning Certificate (AFPC)

· CII Advanced Taxation & Trusts (G10)

· CII Advanced Pensions (G60)

· CII Advanced Pension Investment Options (K20)

· CII Advanced Savings & Investments (SV1)

· Associate of the Institute of Financial Planning (AIFP)

· Member of the Personal Finance Society by Diploma (DipPFS)

Gerald E. B. Daniels, CFP AIFP DipPFS

Director

Gerald joined the firm in January 2001 having previously spent seven years in the legal profession. In addition to his role as a financial planner he also oversees the day to day running of the practice and is responsible for technical research.

Gerald completed his professional qualifications in 2003, graduating with the highest combined score of all candidates sitting the CII's Financial Planning Certificate papers in that year and resulting in the award of the Worshipful Company of Insurers Prize for Outstanding Achievement.

Gerald is married, and when not coping with the demands of his two young children enjoys white-water kayaking and long distance walking. Gerald holds the following professional qualifications:

· CII Financial Planning Certificate (FPC)

· CII Diploma in Financial Planning

· CII Advanced Taxation & Trusts (G10) (Distinction)

· CII Advanced Retirement Options (K10) (Distinction)

· CII Advanced Savings & Investments (SV1)

· IFS Certificate in Mortgage Advice & Practice (Distinction)

· Associate of the Institute of Financial Planning (AIFP)

· Member of the Personal Financial Society by Diploma (DipPFS)