Danny Szabo

Associate Director, Relationship Management

Danny brings more than 15 years’ experience in financial services to his role as head of the Multi-asset Portfolio and Managed Portfolio Service relationship management team.

He trained as a financial adviser, giving him a deep understanding of what clients want from their investments. Danny’s focus is on making sure the service and advice delivered to clients is of the highest standard.

Before joining Tilney more than three years ago, Danny worked at Nationwide, where he was a senior financial consultant and advised clients on all aspects of financial planning. He previously worked for Openwork, a financial advisory network operated by leading global insurance firm Zurich. There, he developed relationships to advise clients on all aspects of their finances. 

Prior to Nationwide, Danny worked for a number of years at Bradford and Bingley, specialising in lending with a focus on intermediary sales and high net worth landlords. Danny is a Chartered member of the Securities and Investments Institute (CISI), attaining a Diploma for Financial Advisers (DipFA) and his Private Client Investment Advice and Management qualification (PCIAM).

Qualifications & memberships:

  • Certificate in Mortgage Advice and Practice (CeMAP (IFS))
  • Certificate for Financial Advisers (CeFA (IFS - institute of financial services))