Danny Szabo, FCSI
Founder
Danny has gained more than two decades of experience working with private clients in the UK wealth space. He spent 15 years advising trusts, companies, charities and small pension funds on investments, strategy and risk.
Danny has worked at Evelyn Partners as an Associate Director, where he managed a team responsible for more than £600 million in assets. He has also worked at the largest insurer in Africa, Sanlam, where he worked with both intermediaries and direct clients. He is a passionate investor having gained further experience in UK venture capital. In this space he helped in the early growth stages of companies like Moneybox and Red Sift. When he is not working away on his laptop, Danny can be found playing tennis.
Qualifications
Chartered Wealth Manager & Fellow - The Chartered Institute for Securities & Investment
Diploma for Financial Advisers - London Institute for Banking & Finance
" We want to modernize the UK wealth space, bringing down the cost of investing and educating the masses"
Wealth Empowerment
Transforming financial education through trust, coaching, and modern strategies.
Our business model is built around utilising coaches who are highly experienced and have a background in advising clients within the UK market. The requirements for our coaching team include:
At least a decade in a regulated role
A minimum of a level 4 finance qualification
If you're interested in becoming a coach at Invesdi please contact us contact@invesdi.com
The position is ideal for individuals retiring from a UK regulated role, eager to share their expertise to assist UK investors in managing their wealth.
Invesdi transformed my financial understanding. Their coaching empowered me to manage my money confidently. Trustworthy and experienced, they truly disrupt the industry with their modern approach.
Lucy B.
★★★★★