Get to know Dan
Dan is a Chartered and Certified financial planner and a Fellow of the Personal Finance Society, with more than 15 years of experience supporting clients on their journey towards achieving their life aspirations and financial independence.
He specialises in guiding clients through life’s financial ups and downs, taking the time to understand their motivations, ambitions, and desires. From there, he develops a personalised financial plan designed to fulfil these discussed goals; a strategy that constantly evolves as circumstances and aspirations change. His aim is to help clients work towards leading the life they want.
Outside of work, Dan enjoys travelling and experiencing new cultures with his young family. He also enjoys cooking and, by his own admission, spending perhaps a little too much time on the golf course.
In the spotlight
Hawksmoor
Chartered Financial Planner
Certified Financial Planner
Fellow of Personal Finance Society
Qualifications