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Dan joined Perspective in 2021 as Office Principal of Perspective (North West) Ltd in Chorley.

Dan is an experienced Head Of Planning, Fellow qualified through CII, with a demonstrated history of working in the financial services industry. Skilled in Leadership, Providing Advice, Working With High Net Worth Individuals, Sales Management, Business Relationship Management, Risk Management, Private Banking and Back Office Support Management.

Dan is also Head of Perspective’s Training Academy.

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