Danielle Wilson

Financial Administrator

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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

coming soon

Meet the rest of the team