Dan has worked in financial services for more than 11 years. He began his career with the platform provider Ascentric before spending several years at Montgomery Charles, progressing from administrator to paraplanner and, ultimately, financial adviser.
Having worked across multiple areas of the profession, Dan has developed a broad understanding of the financial planning process and the challenges clients face at different stages of their journey.
His areas of expertise include investment planning and complex Inheritance Tax planning. He specialises in working with business owners and high net worth individuals, particularly those with Inheritance Tax needs.
Most of Dan’s time outside work is spent with his two young children, who keep him busy and ensure there’s never a dull moment.
When he does get a bit of spare time, you’ll usually find him watching sport, whether that’s football, rugby or Formula 1. He’s also a self-confessed petrolhead with a keen interest in engineering and all things automotive.
One day, he’d love to take on a project that’s been on his bucket list for years: turning a car into a race car.
At the park or an event with my wife, Emma, and children, Olivia and Sebastian.
Any Greek island.
Nirvana – ‘Smells Like Teen Spirit’.
Green Day – American Idiot.
Bo Duke from The Dukes of Hazzard.
Packing far too much stuff into the boot of a car, Tetris style.
Sundae.
Enthusiasm, kindness and genuineness.
Being late.
A handmade bowl from my wife, which has the lyrics to our first dance song inscribed into it.
Mo Salah, Steven Gerrard and Jurgen Klopp.
Seeing my family, reading my book and learning a little more about cars.
Visiting Japan, building a race car and skydiving.
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