Independent Financial Adviser
Dan joined Abacus in the summer of 2018, having worked in the financial services industry since 2016. He previously worked with a local independent advice firm, where he initially built up his knowledge of mortgages and investments.
Currently assisting clients with their mortgage and insurance needs, Dan has also completed his diploma in financial planning, with a view towards helping clients with their pensions and investments in the not-too-distant future.
Dan lives just outside of Bournemouth with his girlfriend, Kathryn. He enjoys playing cricket and golf throughout the summer, whilst keeping abreast of the American football season during the winter months.
Mortgages, Life Assurance,