Dan has worked in financial services for over 13 years, many were spent working for large financial firms in London before relocating to Derbyshire 3 years ago. Working as a fully qualified financial planner from our Derby office, Dan brings clear concise jargon-free advice to all his clients.
Dan has a real passion for helping clients achieve there financial goals and ambitions. Being a qualified Pension Transfer Specialist (PTS), Dan specialises in Pensions and Retirement planning as well as helping people who are unfortunately going through redundancy. With a wide breadth of knowledge and skills, Dan is well positioned to help anyone with their financial needs.
Working to the mantra ‘Investments should be boring, life should be interesting’, Dan takes care of the ‘boring’ work enabling his clients to live their life free from financial worry.
Outside of work, Dan can be found either hacking his way round a golf course or exploring the Derbyshire Peaks with his young family and dog in tow.