Location: Liverpool Office
Diploma in Regulated Financial Planning (DipCII)
Certificate in Mortgage Advice (CertCII (MP))
Dan can help you with…
Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.
Dan has been providing financial advice since age 23 and has a passion for adding value to his clients financial position. Whilst qualified to provide advice in all areas of financial planning, Dan specialises in Retirement Planning and Inheritance Tax Planning. He also works closely with business owners to provide financial advice for their businesses too.
Aside from working with his own clients, Dan plays a key role within the business to consistently improve the quality of advice provided by the firm and its advisers.
Outside of work…
Dan is a dedicated sportsman and enjoys playing football, golf and tennis. He loves to travel with his family and dreams of reaching all corners of the world during his lifetime.
Aside from being a film fanatic, Dan is also a keen reader of motivational and self-development books to constantly improve himself in all areas of his life and work.