Areas of expertise: Investments, Pensions, Protection, Tax Planning, Trustee and Corporate Investments, Inheritance Planning, Financial Review
Dan started working in a regulated environment within the insurance industry, making the transition into Wealth Management in 2017. He qualified as a Diploma-qualified Financial Planner in 2019 and is studying towards his Chartered status. Dan prides himself on providing a personalised and friendly service that is as unique to each client as their individual needs.
- Started with Chattertons in July 2019
- Diploma-qualified Financial Planner