FINANCIAL ADVISOR
Daniel G Roddick

As a financial advisor, my role involves numbers, analysis and strategy, of course. But just as important are the relationships I build with clients, which I take very seriously. Clients become almost like family, and I will ensure my family is looked after.

I espouse a philosophy of "slow and steady wins the race." It's not about making a certain percentage each year; it's about ensuring your investments capture the upside of the market and we protect you during the downturns – because the real priority is helping you reach the goals you've set for yourself and your family. Clients who...