Area of Expertise: Investments, Pensions, Protection, Tax Planning, IHT Tax Planning and Financial Review
Dan recently joined Chattertons as part of the merger with Morley Brown Howden and has joined the wealth management team here. He has over 10 years' experience as a Chartered Legal Executive and has recently re-trained to be an Independent Financial Advisor. Dan is diploma qualified (DipFA) and continuing his training to become a Chartered Financial Planner.
Dan is highly motivated and believes that a proactive approach and good communication are key to providing high levels of service to clients
Supervisor: Richard Ludlow
- Level 4 Diploma Qualified (LIBF)
- Chartered Legal Executive
- Qualified as a Chartered Legal Executive in 2013 and as a financial advisor in 2019.