Danny was drawn to the financial advice profession by the opportunity to help hardworking individuals create financial plans to achieve their goals. He remains passionate about the pivotal role pensions play in helping people save for and enjoy their retirements.
Danny’s journey began in 2010 with The Money Advice Service, followed by a role as a financial services administrator, before specialising as a paraplanner in 2014.
Joining Medical & General in 2021, Danny has enjoyed an increasing level of responsibility, including producing report templates and calculators, handling the firm's most technically challenging cases, and mentoring junior paraplanners.
He believes that Medical & General’s emphasis on pre-meeting preparation enables them to provide a valuable and unique service to their clients. He is proud to work for a progressive firm that embraces technology and strives for positive client outcomes.
In addition to his paraplanning duties, Danny oversees Medical & General’s investment research. He has a strong interest in both ethical and stewardship investing and finds it deeply rewarding to help clients invest in ways that help address the challenges facing our society and the environment.
Outside of work, Danny enjoys all-grain beer brewing, electronic music production, weightlifting, and experiencing the Southwest with his family.
