Dan is a Diploma qualified Independent Financial Adviser specialising in pension and investment planning.
He enjoys engaging with clients to build long term relationships with a focus on creating and implementing a bespoke financial plan which includes helping clients navigate different stages of life and achieve the best outcomes. He is currently working towards Chartered status.
Outside of work, he loves spending time with his wife, children and his dog Oppo. He has always enjoyed sport of all kinds, playing golf when he can, running and watching the Formula 1.
Testimonial
"Dan is always professional, extremely punctual, smart, very thorough, approachable, friendly and trustworthy. He is extremely efficient in his communications .He will go the extra mile to give the very best service as an adviser. I have complete trust in him to look after my financial affairs."
Anonymous
