Our People
Get to know our professional and experienced team – who they are, how
they can help you and read testimonials from some of our clients.
Freedom Wealth Management
| Level 2, 18 King William Street, London EC4N 7BP |
Rengen House |
020 3002 3599
Daniel Freeman DipFA
Practice Principal & Financial Adviser
I am passionate about making financial advice helpful, transparent and honest – both when dealing with individuals or corporate clients. I am used to working in complex situations and pride myself on my ability to solve problems quickly and efficiently.
In my role as Practice Principal and Financial Adviser at Freedom Wealth Management I have built a proposition which fully supports individuals, families and businesses in every aspect of their financial planning.
I am proud to stand at the helm of Freedom Wealth Management and take great pride in delivering services of great value to all of my clients. Honesty, integrity, responsibility, and courtesy are the principles that underpin everything I do and I believe that this is why we add such considerable value.
The financial world is complex, fast-moving and difficult to navigate – this is where I can help you.
James Barlex
Financial Adviser & Mortgage Broker
With over 25 years experience in financial services and a detailed understanding of the unique opportunities currently available, I specialise in creating bespoke and strategic wealth planning solutions for individuals and business owners.
I build trusted relationships with clients to help navigate them through the complexities of the financial world and take a detailed approach to the financial advice I offer.
Mike Edworthy
Chartered Financial Adviser & Mortgage Broker
After five fulfilling years at Stonebridge Wealth I made the decision to move to Freedom Wealth Management for the client-led culture and strong core values that are at the heart of this company.
I am passionate about helping my clients reach their financial objectives through providing clarity and peace of mind. I pride myself on building great ongoing relationships and simplifying the often over-complicated world of finance, which requires constant evolution in a financial world that is ever changing.
Advisers
Operations Team
Sally Ann Hurst
Head of Operations & Paraplanner
Jerard Hurst
Paraplanner
Joanne McAllister
Business Administration
Hayley Barlow
Paraplanner
Lynn McDowell
Business Administration
Sally Ann Hurst
Para Planner
Sally has worked in Financial Services for a number of years and now focuses her time primarily on the Para Planning side of the business.
Sally’s experience and insight are invaluable, as are her skills in Suitability Report writing and ensuring the business meets the latest compliance standards. She thinks outside the box, loves a challenge and is always keen to pass on her knowledge to others.
Jerard Hurst
Business Administration
Jerard is responsible for the client annual review process & clients protection application.
Joanne McAllister
Business Administration
Jerard is responsible for the client administration.
Other Personnel
Keith Vanderpant
Non-Executive Director
Testimonials
“Since working with Dan over a number of years, he’s reorganized my finances, created a strategic financial plan, significantly increased my wealth and is now advising my family. Dan is at the leading edge of the IFA industry and perhaps most importantly speaks the same language as his clients. If you’ve not booked in to see Dan yet then you really should. Quite literally your future could depend on it!”
Steve
I’ve been working with Dan for a number of years now to manage financial planning related to general investment and retirement. He’s a personable and professional advisor that’s able to listen and offer a pragmatic approach to meet my own appetite for risk. It’s definitely helpful to have someone nudge you to regularly review your position and ensure it reflects your current life position and financial goals. I’d be happy to recommend his services for anyone looking to do the same.
Andy
I have known Daniel now for over 7 years and his assistance with all aspects of my personal finances has been invaluable. He is extremely knowledgeable about all products including but not limited to pensions, ISA’s, insurance protection, property, EIS and using his vast network in the industry there is seemingly no query that he cannot assist with. I would recommend Daniel to anyone looking for help with their financial planning and look forward to working with him for many years to come.
James
I have worked with Daniel for more than a few years now and can recommend him as a knowledgeable, methodical and proactive Financial Advisor. I find regular appointments to be structured and insightful with problem-solving follow ups. In particular his work on carry forward allowance made the whole topic simple and easily actionable, was real value added.
Renato
I have known Daniel for a number of years and he has supported myself and my wife in our financial planning. I have always found Daniel to provide the most honest and accurate advice when explaining the options available to us. He has a vast amount of knowledge about the sector and I feel we are best placed and in safe hands with Daniel as our financial advisor.
Nicholas
“Daniel has helped me organise my insurances providing financial security for my family as well bullet proofing my financial plan moving forward. He has structured this so I am as tax efficient as possible. Once sorting this element of my financial plan he helped me bridge the shortfall in my pension planning and create a bespoke portfolio that matched my attitude to risk. Daniel offers helpful and detailed explanations of available products and is always able to provide further research and data in response to questions I may have.”