With 20 years of experience in Financial Services—six of those as a Financial Planner—Dan brings a wealth of knowledge to the team. His early career was spent at Suffolk Life in Ipswich, where he managed the Client Reporting and Investment Accounting teams. He later moved to London, spending four years with Legal & General Investment Management. Alongside his career in the industry, Dan supported a friend in establishing a precious metals recovery business in Essex.
He is currently working towards CII Chartered status, with ambitions to achieve the CISI Chartered Wealth Manager qualification within the next three years.
In his role as a Financial Planner, Dan works closely with clients to understand their goals and create tailored financial plans that support their long-term ambitions. His work involves providing clear, structured financial advice, helping clients navigate complex decisions, and ensuring their plans remain effective through regular reviews. He is motivated by the opportunity to use his experience to make a positive difference in clients’ lives.
What Dan enjoys most about his role is helping clients achieve their objectives and seeing the real impact that thoughtful, well-constructed financial planning can have on their futures.
At Perspective, Dan supports clients by delivering personalised, comprehensive advice that empowers them to make informed financial decisions with confidence.
Outside of work, Dan enjoys spending quality time with his wife and two children. He loves travelling, making the most of family holidays, and staying active by playing squash.
