
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

