Daniel Collins
Private Wealth Adviser | CFP®
Daniel is a Private Wealth Adviser at Lipman Burgon, partnering with ascending family offices, founders, for purpose organisations and ultra-high-net-worth families across the firm’s Not-For-Profit and For Purpose Team.
He advises clients on sophisticated portfolio construction, tax-effective structuring, asset protection, succession and next-generation planning. Through his long tenure at the firm, Daniel has built deep client relationships that enable outcomes beyond the purely technical.
Before joining Lipman Burgon, Daniel pursued a professional sporting career while simultaneously completing a Bachelor of Accounting and Finance. His studies sparked the interest that led to his first role in wealth management at a Partner Practice of St. James's Place (formerly J. Rothschild Assurance Group).
Daniel’s background in elite sport informs the effort, sincerity and sense of purpose he brings to client work. He was drawn to Lipman Burgon by its culture, its commitment to clients, and an environment where intellectual curiosity is genuinely encouraged. He holds a particular interest in private markets, geopolitics and political economy as they bear on long-term capital allocation.
A Certified Financial Planner (CFP®), Daniel holds a Bachelor of Accounting and Finance (First Class Honours) from Wrexham University and a Master’s of Financial Planning from Kaplan Professional.
