About Danielle
Danielle began her career in financial services in 2015 working within the Contact Centre at Aviva where she gained a knowledge & understanding of pensions and investments, and a love for speaking to clients.
Since then, Danielle has progressed onto opportunities within financial adviser firms, where she has worked for the past 5 and a half years providing administrative support.
Danielle says “I’m delighted to have joined Transform Financial Planning; I know I’ll be really happy here! I’m excited to get to know the clients and work closely with Angus & Shadi”.
Outside of work Danielle enjoys spending time with her partner Duncan and his kids, Rhiannon & Duncan. As a family they enjoy going to the beach for a fish supper & ice cream, or going to Ibrox to watch Rangers play.
Danielle also enjoys a Starbucks ‘coffee & cake date’ with her mum and sister.
An interesting fact about me
I’m the only member of my family to have 20/20 vision
Meet the rest of the team
Angus Kirk
Director & Financial Planner
Shadi Kirk
Director & Financial Planner
Lucy Myall
Practice Manager
Transform Financial Planning is a trading style of Bridge Investments Partners Ltd. Bridge Investments Partners Ltd is authorised and regulated by the Financial Conduct Authority no. 608975.
Registered in Scotland. Company number: SC456760. Registered address: 19 Monktonhall Place, Musselburgh, Scotland, EH21 6RR.
For your information decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. The firm is not responsible for the content of external links. The content is aimed at UK residents or residents of MiFID countries.
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