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.