Dan began his career in Financial Services at the age of 19 and now has over eight years of industry experience. He started in an administrative role, steadily progressing into paraplanning while studying for his qualifications. After achieving his Diploma in Regulated Financial Planning, Dan continued to develop his expertise and transitioned into a Financial Planner role.
Dan’s role involves working closely with clients to understand their goals and create personalised financial strategies that support their long-term aspirations. He particularly enjoys helping clients navigate key financial decisions, whether that’s planning for retirement, investing wisely, or protecting their assets. Dan is passionate about building lasting relationships and delivering advice that is both clear and empowering.
He is currently studying for his mortgage and equity release exams and plans to pursue Chartered status in the future. Dan is also considering specialising in long-term care, reflecting his commitment to continuous professional development and broadening his ability to support clients.
Outside of work, Dan is a dedicated Rotherham United supporter. He also plays football for his Sunday league team, Langold Lakeside, and has recently discovered a love for gardening. When time allows, he enjoys travelling and making the most of his holidays.
