Advising clients since: 2010
Qualifications: Advanced Diploma in Financial Planning (APFS), Chartered Financial Planner
Areas of expertise: Investments, Retirement Planning, Inheritance Tax and Estate Planning
Dan is a Chartered Financial Planner whose primary aim is to give his clients continued clarity and confidence in their financial futures in order to help them build wealth and protect their hard earned assets.
Whilst Dan is qualified and experienced in giving complex technical advice in areas such as final salary pensions and estate planning, he strongly believes that advice should first and foremost be independent, holistic and always revert back to a coherent financial plan.
Dan studied International Business at the University of Liverpool and then completed a Master’s degree before moving to London and training to become a financial planner. He holds the Advanced Diploma in Financial Planning (APFS) through the Chartered Insurance Institute giving him Chartered adviser status, demonstrating a dedication to continual development of his technical knowledge.
Dan lives with his wife in South London but hails from the West Country originally. He is a long suffering Arsenal fan, abysmal at DIY and ostensibly a permanent dieter.