Dan Alder

Chartered Financial Planner

Tel: 01225 777999

Introduction

Dan is focused on improving clients lives by being proactive, systematic and making evidence-based decisions. Dan in known to be a good listener, helping clients formulate a lifestyle that is values-based and dream-led. Once clients’ aims and goals have been established, Dan makes it his mission to make them happen.

‘Finances are becoming ever more complicated, especially when linking personal and business finance. Knowing how to make the right decisions becomes far more difficult. My role as your trusted advisor is to sit with you, coordinating all of your other professional advice such as your accountant and solicitor, and to look at the big picture making sure your aims and goals are the focus of every decision.’

Facts about Dan

  • Chartered Financial Planner
  • Advanced Diploma in Financial Planning
  • Investment Management Masters with Distinction, Henley Business School
  • Providing financial planning advice to Affluent and High Net Worth individuals since 2013

Specialisms

  • Working with Principal Dentists
  • Working with Partners of the leading law and accountancy firms

Interests

  • Spending time on the south coast and enjoying hiking and water sports
  • Cooking feasts for family and friends
  • Ticking items off my bucket list with my wife!
  • Loves sport, Chelsea FC and Bath RFC supporter
  • Sustainable living

I am pleased that I decided not to ‘go it alone’, as I would not have had a chance of securing the right product. There are so many products on the market…….extremely professional

Senior Sales Manager for an International Company – Oxfordshire

I’m so pleased we met you. You have literally transformed our lives, encouraging us to stretch when we should and to consolidate when we shouldn’t. Thank you

Senior Medical Consultant – North Wales

I had decided to re-focus my dental practice to depend less on NHS contracts and move on to build up a more independent arrangement. I had so many thoughts, ideas and concerns flying around in my head like so many butterflies. Mike, however, brought a different perspective and a professionalism to bear on the problem and within a week, after some serious information gathering, he helped me towards a solution.

Dental Practice in Swansea

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