Dan is a Diploma qualified adviser, who is currently undertaking his final exam to achieve Chartered Status, he has over 10 years of industry experience, and has been an Independent Financial Adviser since 2016.
Dan specialises in retirement planning, investments, inheritance tax planning and protection. He is passionate about building long term relationships with his clients and giving them outstanding service.
On a personal level, Dan has two children who he likes to spend time with playing football and rugby. Dan is also a keen golfer, and enjoys films and music.
He can be contacted on;
Mobile: 07970 853666