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Daniel Waugh 

DipPFS
Financial Consultant

About Daniel Waugh

After graduating from university in Manchester with an honours degree in Economics, Daniel started his career in London working in various roles within the financial service sector. Having completed his Diploma in Financial Planning in 2009 and returning to his native North East, Daniel joined Lowes in May 2014 as a para-planner working for veteran Consultant, Peter Collins, where he gained further experience of the industry, before taking up the role of an Independent Financial Consultant himself.

“I find that increasing numbers of people are wanting to discuss their pensions and what their options are since the Pension Freedoms were introduced. With all the media coverage it’s understandable that people are looking for an adviser and organisation with enough expertise to help them make informed decisions.”

Daniel is married and spends his time with his family. He has a keen interest in sport, enjoying football, tennis and running.


Business Qualifications

Qualification Abbreviation
UK financial services, regulation and ethics CF1
Financial protection CF3
Investment and risk CF2
Retirement planning CF4
Mortgage advice CF6
Integrated financial planning CF5
Pension Funding Options JO4
Pension Income Options JO5
Diploma in Financial Planning DipPFS
Pension Planning AF3
Long Term Care CF8
Financial Planning Process AF5

Higher Education

Qualification Abbreviation
Economics BA
Contact Daniel Waugh

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0191 281 8811

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