Independent Financial Adviser
Dan has worked with firms providing independent financial advice since 2016, and has personally been advising clients since joining Abacus in the summer of 2018.
Dan’s clients greatly appreciate his honesty and ability to explain complex matters, whilst also benefitting from a holistic and professional approach to financial planning.
Offering advice on investments, pensions, mortgages and insurance, Dan enjoys working with both personal and corporate clients.
By beginning his career in adviser support roles, Dan has developed a wealth of technical knowledge. He continues to improve on this by studying towards the advanced diploma in financial planning with a view to achieving Chartered status.
Investments, Pensions, Mortgages, Insurance, Inheritance Tax Planning, Equity Release