Dan has worked in financial services since 2016 and has been providing valuable advice to clients since joining Abacus in 2018.

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In 2025 he became a Chartered Financial Planner, having completed the Advanced Diploma in Financial Planning.

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Clients greatly appreciate Dan’s honesty, approachability, and ability to explain complex matters, whilst also benefitting from a comprehensive and professional approach to financial planning.

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Dan has a particular interest in helping clients with their retirement income planning, investment strategies, and inheritance tax mitigation. He also enjoys helping clients with mortgages, equity release, and insurances.