Dan brings a wealth of experience in both financial planning and investments, which he draws on daily to support the advisers in delivering thoughtful, tailored advice. As a Financial Planning Analyst, he enjoys researching, analysing and testing each plan to ensure it works in the real world, not just on paper.

Dan holds a First-Class honours degree in Economics from the University of Kent, as well as the Diploma in Financial Planning and the first two levels of the CFA program. He is currently pursuing Chartered Financial Planner status. Outside of work he enjoys playing and watching sports including Tennis, Cricket and Football, and has recently become a Dad for the first time.