Get to know Dan
Dan is Regional Manager for the South East, leading a team of high-calibre financial planners delivering expert advice across the region.
He has more than 27 years of experience in financial services, including over a decade advising clients directly, and holds an Advanced Diploma in Financial Planning. For the past 13 years, he has led high-performing financial planning teams at leading institutions including Coutts and Rathbones, before joining Argentis in June 2025.
Dan is passionate about the transformative impact that high-quality, lifestyle-focused financial planning can have on individuals and families.
Outside of work, Dan enjoys spending time with his wife and two daughters. He loves all sports, with football and golf taking up much of his time.
Hawksmoor
Qualifications