Daniel Vaughan-Hardy
Investment Manager
Liverpool
What attracted you to a career in wealth management?
My journey into wealth management began as apprentice Investment Administrator with Quilter Cheviot in 2012, where I was able to grow and develop my skills into becoming an Investment Manager. It was the ability to help clients achieve their financial goals and the ever-evolving challenges of the market that attracted me – and it still does.
How do you approach your role on a daily basis?
I work with clients to navigate the intricacies of their investment portfolios. I prioritize personalised service, believing that managing investments is about tailoring portfolios to match each clients' unique needs and expectations. Frequent communication, both in writing and through face-to-face meetings, allows me to understand their evolving objectives and adapt their investments accordingly.
What are your interests outside of work?
Outside of work, I'm passionate about learning, travelling, and spending time with friends and family. I enjoy reading, TV and film as well as climbing and exercise. I’m also a lifelong fan of Everton Football Club.