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Dan Salt FPFS Certs CII (MP & ER)

Chartered Financial Planner

Dan joined Perspective in 2023, he is a Fellow of the Personal Finance Society and has been in the financial services profession for over 7 years.

Dan started his career as a Paraplanner where he gained knowledge, experience and an understanding of financial services. As a highly motivated individual he quickly progressed in becoming a Chartered Financial Planner and a Fellow of the Personal Finance Society.

In his role Dan provides holistic life and financial planning, covering all areas. He enjoys meeting new people, developing a relationship with them and their loved ones to help create and maintain a financial plan that allows them to fulfil their dreams.

Dan is always looking to continue to grow and develop his knowledge and is currently considering his next challenge.

Outside of work Dan is passionate about sport. At the age of 16 he became a qualified tennis coach; he was also a member of the University of Nottingham First Team at tennis. Additionally, he enjoys running, Olympic weightlifting and golf. Dan also has a love for travelling and has visited many places including South America and Africa. Besides travelling and sport he also has a passion for music and has previously attended many festivals including Glastonbury.

Dan Salt


Newcastle under Lyme Office

Whitehall House
Sandy Lane
Newcastle under Lyme

Telephone: 01782 711091

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Chartered Financial Planners

Perspective (Midlands & Cheshire) Ltd, Registered in England and Wales No 7935927. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Midlands & Cheshire) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (Midlands & Cheshire) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123