Arrange a Private Consultation
Find out how we can help you in 15 minutes.
Daniel Waterman
Head of Cross-Border Financial Planning
Daniel Waterman is Head of Cross-Border Financial Planning at Citizenship360, advising internationally mobile families, entrepreneurs and investors on the financial dimensions of residency and citizenship decisions. With more than 15 years advising international clients, Daniel works alongside our residency and citizenship advisers to coordinate retirement planning, investment structuring, private banking, education fee planning and wealth and estate planning around each client’s cross-border strategy.
Areas of Expertise
- Retirement Planning
- International Savings & Investment Options
- Investment Review
- Private Banking Advice
- Education Fee Advice & Planning
- Private Client Wealth and Estate Planning
Qualifications & Awards
Mortgage Adviser CeMAP and Financial Planning Certificate (FPC)
Regions Covered
- Africa
