Dan is a Trainee Independent Financial Adviser/Paraplanner in our wealth management team, based at our Stamford office.
He joined Chattertons in July 2019. Having previously work at an established wealth management firm in Cambridge.
Dan is currently studying towards both his Diploma in Regulated Financial Planning and Advanced Diploma in Financial Planning.
In Dan's spare time he enjoys spending time with his two young children and Labrador Milo.
He is a car enthusiast and is taking part in a European car rally in the summer of 2020.