Protection & Investment

Daniel Kasaska

Daniel Kasaska is married with 3 children and resides in central Berkshire.
Daniel is part of the Protection & Investment Ltd practice, which has approximately 25 advisers throughout the Thames Valley and Hampshire, making the company a significant regional advisory business. The practice contains experts in all areas of financial planning although Daniel is the only person who specialises in Care Fees Planning.

Daniel has been in the financial advisory arena for the past 30 years becoming an IFA in 1991 and starting to work in the Long Term Care field in 1993. Since that time Daniel has become a recognised specialist in this area, helping organisations and care homes with residents and prospective residents planning.

Daniel is a member of The Society of Later Life Advisers, a qualification gained via the Financial and Legal Skills Partnership. He is also a member of the Retirement & Care Faculty and the Equity Release Council.

As a first step in the process Daniel is pleased to offer a free no obligation meeting to discuss your requirements at a time and place convenient to you. Daniel is based at offices in Ascot and Aldermaston and works throughout the ThamesValley and surrounding areas.

Daniels Other Areas of Expertise include:

  • Retirement Planning Strategies
  • Investment & Wealth Management
  • Estate Planning and Inheritance Tax Mitigation
  • Equity Release & Mortgage Advice

This is what clients are saying about him:

“We realised just how invaluable your help and advice has been to both of us over that period. Your advice would seem to have potentially saved us an extraordinary amount of money. So we would like to take this opportunity to sincerely thank you both for everything you have done for us, and look forward to continuing our business relationship as regards to our own investments into the future.”
Mr & Mrs L

“Daniel was patient, helpful and informative throughout – taking the trouble to explain everything in detail throughout – I can’t praise or thank him enough and I will certainly recommend his services to anyone!”
Mrs H

  • Company: Protection & Investment
  • Member Since: May 2005
  • Index House, St George`s Lane, Ascot, Berkshire, SL5 7ET
  • Region: South East England
  • OX, RG
  • Solla MemberMaster PractitionerAsk me about my additional qualifications
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Contact Daniel Kasaska