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Contact Us
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Danielle McLeod at Crowe Financial Planning

Danielle McLeod

Transformation and Process Lead
Cheltenham
My office information
0124 223 4421

I joined Crowe Financial Planning in 2020 and now bring over 12 years of experience in the financial industry. My career began in insurance before I transitioned into financial services, where I have developed my expertise through positions with highly respected organisations.

This diverse background has enabled me to offer valuable insights and deliver a high standard of service to clients and colleagues alike.

Learn more about me

My insights

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About me

What’s the best thing about Crowe Financial Planning?

Crowe offers a collaborative culture and exceptional team environment.

Employees benefit from learning alongside industry leaders and are empowered to grow, with opportunities to broaden their expertise and advance their careers as they progress within the firm.

Tell me about your role?
As Transformation and Process Lead, I support project delivery and drive innovation in financial planning technology, streamlining CRM and business processes, and advancing FinTech adoption to enhance organisational efficiency and customer satisfaction under the guidance of senior leadership.
What is important to me when delivering client service?

Being deeply dedicated to providing exceptional service to our valued clients.

Effective communication serves as the cornerstone of our success, fostering strong relationships. Furthermore, I prioritise integrity in all interactions, ensuring that everyone is well-informed and treated with respect.

What do you enjoy most about your role?

I am passionate about driving meaningful change for both our team and clients, prioritising exceptional customer service and continuous improvement.

By optimising our processes, we unlock our firm’s full potential and deliver greater value across every aspect of our work.

Family, Health and Happiness.