Daniel Eatch

Daniel Eatch is a Chartered Financial Planner based in Sheffield, helping individuals, families, business owners and retirees make confident financial decisions. With over 25 years of experience across financial planning and accountancy, he brings a unique blend of technical expertise and practical advice to every client relationship.

A Fellow of both the Personal Finance Society and the Institute of Chartered Accountants in England and Wales, Daniel is also a Fellow of the Association of Chartered Certified Accountants. His extensive qualifications support a holistic approach to financial planning, investment advice and tax-efficient wealth management.

Helping Clients Make the Most of Their Wealth

Daniel’s focus is on helping clients gain a clear understanding of their financial position and the opportunities available to them. He specialises in strategic lifetime financial planning, investment advice and tax planning, working closely with clients to create practical plans that align with their goals and values.

Known for translating complex financial matters into straightforward, easy-to-understand advice, Daniel helps clients navigate major life decisions with confidence. From business owners planning for the future to individuals approaching retirement, his goal is to provide clarity, reassurance and a clear path forward.

One of the most rewarding aspects of his role is helping clients transition into retirement with confidence, knowing they have the financial security to enjoy the next stage of life.

Building Long-Term Relationships

Daniel believes the best financial plans are built collaboratively. He takes time to listen, understand what matters most to his clients and develop strategies that evolve as their circumstances change.

Clients often value having a trusted adviser who provides ongoing guidance, proactive support and reassurance through both opportunities and challenges. His approach is strategic yet straightforward, focusing on the things that matter most in real life.

A lifelong Sheffield resident, Daniel has strong ties to the local community and is a dedicated Sheffield United season ticket holder. Outside of work, he enjoys spending time with his wife Claire and their three children, keeping active through running and the gym, and is also a qualified county-level football referee.