Dan completed a Financial Services degree in 2001, and has been an IFA ever since. Having initially worked in London for 9 years, Dan returned to the Midlands to further his career.
Dan has achieved Chartered Status, the gold standard for IFAs. He has worked with clients and businesses across a broad spectrum of wealth and requirements being able to add a lot of value, and has a lot of experience working with accountants and solicitors in particular.
Dan is married with two children. Apart from spending time with his family, he is a keen rugby supporter and coaches a mini team at the weekend. Dan also writes music and plays a few instruments when he gets the chance.