In January 2018, Dan became authorised to provide financial advice and attained Chartered status.
Dan’s clients include both current and former Partners of the Big 4 and the Magic Circle. He enjoys the variety afforded to him in helping his clients meet their individual financial planning needs, whether that be growing their portfolio to support their retirement, complex tax planning, mitigating IHT and, more often than not, a combination of all three.
Outside of work, Dan is an avid follower of the England rugby team and tries to take to the pitch himself when he can. Aside from playing and following rugby, Dan enjoys training in the gym, travelling and trying his hand in the kitchen.