Dan is a qualified Chartered Manager with over 15 years of experience in the energy industry. Having always held a strong interest in finance, he decided to transition into the financial sector with the long-term goal of becoming a Financial Adviser. Alongside his career, he successfully achieved the Level 4 Diploma for Financial Advisers and the Level 4 Certificate in Long Term Care and Later Life Planning through the London Institute of Banking and Finance.
Dan has a particular interest in investments and pensions and is committed to building meaningful relationships with clients to help them achieve their financial goals. A natural problem solver with strong analytical skills, he takes pride in his attention to detail and solutions-focused approach.
Outside of work, Dan enjoys travelling the world with his family and experiencing new cultures. He also likes to stay active by going to the gym.
A memorable moment for Dan was skydiving from 13,000 feet over a desert, a truly unforgettable experience.
