{"id":40972,"date":"2025-02-27T13:23:05","date_gmt":"2025-02-27T13:23:05","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/?post_type=rbcwm_people&#038;p=40972"},"modified":"2026-05-19T23:39:06","modified_gmt":"2026-05-19T23:39:06","slug":"daniel-woolmer","status":"publish","type":"rbcwm_people","link":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/people\/daniel-woolmer","title":{"rendered":"Daniel Woolmer"},"content":{"rendered":"\t\t<div class=\"rbc-hero-wm rbc-overlap-zindex-1  rbc-hero-overlap rbc-hero-has-image-bleed\">\n\t\t\t<div class=\"container\">\n\t\t\t\t<div class=\"row no-gutters\">\n\t\t\t\t\t<div class=\"col-lg-7\">\n\t\t\t\t\t\t<div class=\"rbc-card rbc-hero-card rbc-hero\">\n\t\t\t\t\t\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-card-body\">\n\t\t\t\t\t\t\t\t\t<div class=\"rbc-hero-body-content\">\n\t\t\t\t\t\t\t\t\t\t<h1 class=\"rbc-hero-title\">Daniel Woolmer<\/h1>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-offices-and-people?type=people\" class=\"rbc-hero-breadcrumb link-chev-left\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-icon mr-half\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-left\"><\/i>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\tOur people\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<hr class=\"rbc-hero-hr hr-mini bdr-accent\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p class=\"rbc-hero-subtitle\">Wealth Paraplanner<\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-hero-extra\">\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"mt-2\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"#marketoform\" class=\"mr-1\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-icon fa-lg\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<i aria-label=\"Daniel Woolmer email\" role=\"img\" class=\"rbc-icon-img fal fa-envelope\"><\/i>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"http:\/\/www.linkedin.com\/in\/daniel-woolmer\" target=\"_blank\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-icon fa-lg\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<i aria-label=\"Daniel Woolmer Linkedin\" role=\"img\" class=\"rbc-icon-img fab fa-linkedin-in\"><\/i>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-hero-img-wrap col-lg-5\">\n\t\t\t\t\t\t\t<div class=\"rbc-hero-img bleed-img-right rbc-hero-img-desktop-top-center rbc-hero-img-mobile-top-center\" style=\"background-image: url(https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2023\/10\/Daniel-Woolmer-headshot-wealth-Management.jpg?w=1024);\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey rbc-block-flush has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row justify-content-center\"><div class=\"col-lg-12\">\n<div class=\"row justify-content-between no-gutters blockId-c8f87c1d-a4b7-4a92-8c7f-fb5d60f59f39\">\n<div class=\"wp-block-rbcwm-column col-lg-5 order-lg-1\">\n<div class=\"wp-block-rbcwm-card rbc-card zi-10 overlap-top-desktop rbc-card-flush-x-mobile\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity-up&quot;,&quot;remove&quot;:&quot;ani-opacity-up-from&quot;}\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"rbc-card-icon c-white d-none d-lg-flex b-secondary\" style=\"\"><span aria-hidden=\"true\" class=\"georgia rbc-card-icon-quote\">\u201c<\/span><\/div><div>\n<figure class=\"wp-block-rbcwm-blockquote mb-0\"><blockquote class=\"h5 header-alt\">\u201c<em>Every client has distinct needs and objectives. By dedicating time to truly understand each individual\u2019s unique circumstances, we can deliver the most effective outcomes. I believe this personalised approach forms the foundation for delivering immediate solutions while also crafting bespoke long-term strategies for our clients<\/em>\u201d<\/blockquote><\/figure>\n<\/div><\/div><\/div><\/div>\n\n\n\t\t<div class=\"rbc-block-spacer-t-sm wrap\">\n\t\t\t<dl>\n\t\t\t\t\t\t\t\t\t<dt>Locations<\/dt>\n\t\t\t\t\t<dd>\n\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-offices\/london-st-helens-place\">London, St Helen&#039;s Place<\/a>\t\t\t\t\t<\/dd>\n\t\t\t\t\t\t\t\t\t\t<dt> Phone number <\/dt>\n\t\t\t\t\t<dd><a href=\"tel:020 3201 4270\"> 020 3201 4270<\/a><\/dd>\n\t\t\t\t\t\t\t\t<\/dl>\n\t\t<\/div>\n\t\t<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6\"><div class=\"wrap\">\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Dan is a Wealth Executive in the RBC Brewin Dolphin St James\u2019s office.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">He assists a team of Wealth Directors in creating and implementing financial plans for ultra-high and high-net-worth individuals and their families. He has particular interest in advice covering a client\u2019s lifestyle and liquidity needs, pensions, and estate planning.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Dan began his financial services career at RBC Brewin Dolphin in 2019 and transitioned to his current role in 2024.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">He holds the Diploma in Regulated Financial Planning from the Chartered Insurance Institute and is a member of the Personal Finance Society. He is currently working towards his Advanced Diploma with the aim of becoming a chartered financial planner.<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<header class=\"wp-block-rbcwm-block-header row rbc-block-header\"><div class=\"col-lg-12\">\n<div class=\"row\">\n\n<h2 class=\"wp-block-heading has-text-align-center rbc-block-header-title col-lg-12\" id=\"h-contact-daniel-woolmer\">Contact Daniel Woolmer<\/h2>\n\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-block-header-description rbc-block-header-description\">\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n<\/div><\/header>\n\n\n\n<div class=\"row justify-content-center wrap blockId-e2ad2457-cc19-41d0-84bf-f50d57b4fb1b\">\n<div class=\"wp-block-rbcwm-column col-lg-8\">\n\t\t\t<div id=\"marketoform\" class=\"anchor\" style=\"top: -100px;\" tabindex=\"-1\"><\/div>\n\n\t\t\t\t\t\t\t\t<form id=\"mktoForm_5882\"><\/form>\n\t\t\t\t\t<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"<p>Dan is a Wealth Executive in the RBC Brewin Dolphin St James\u2019s office. He assists a team of Wealth Directors in creating and implementing financial plans for ultra-high and high-net-worth individuals and their families.<\/p>\n","protected":false},"author":145,"featured_media":40990,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_people_type":[],"rbcwm_channel":[99],"class_list":["post-40972","rbcwm_people","type-rbcwm_people","status-publish","has-post-thumbnail","hentry","rbcwm_channel-private-clients"],"acf":{"rbwm_person_title":"Wealth Paraplanner","rbwm_person_proposition_title":"","rbcwm_person_byline":"","rbwm_person_email":"Daniel.woolmer@brewin.co.uk","rbcwm_person_linkedin":"www.linkedin.com\/in\/daniel-woolmer","rbwm_person_telephone":"020 3201 4270","rbcwm_possessive_first_name":"","rbcwm_person_photo":"","rbcwm_hide_breadcrumb":false,"rbcwm_breadcrumb_text":"","rbcwm_breadcrumb_link":"","custom_person_featured_post":"","rbcwm_enable_custom_articles_selection":false,"rbcwm_custom_articles_selection":null,"rbcwm_matters_beyond_wealth_episodes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Daniel Woolmer &#8211; RBC Wealth Management United Kingdom<\/title>\n<meta name=\"description\" content=\"Dan is a Wealth Executive in the RBC Brewin Dolphin St James\u2019s office. 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