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Daniel Holmes

Daniel Holmes of Sovereign Money Matters Ltd is based in Doncaster. Daniel has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)

Previous Employment:
Sovereign Wealth Limited06/04/2018 to 31/12/2018
St. James's Place Wealth Management Plc30/11/2015 to 31/12/2018
Holmes Wealth Management Limited30/11/2015 to 06/04/2018
Wesleyan Financial Services Ltd23/10/2008 to 02/12/2015
Halifax Plc24/09/2003 to 28/08/2004
Bradford & Bingley Limited03/12/2002 to 25/08/2003
HSBC Bank Plc01/12/2001 to 15/11/2002
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