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Dan Mackenzie

Dan joined Saunderson House in 2014 after graduating from the University of Birmingham with a degree in Economics. Dan is a Chartered Financial Planner and became authorised to provide financial advice in October 2017.

Dan specialises in financial planning areas including pensions, investments and tax planning, using his expertise to provide long-term strategic financial planning to help clients achieve their financial objectives.

Dan enjoys bringing simplicity and transparency to clients’ financial affairs. He aims to provide a high quality service that gives clients the peace of mind their financial affairs are in good hands, allowing them to focus their time elsewhere.

Outside of work, Dan enjoys playing and watching football, trying to shoot a respectable score on the golf course and seeking warmer climates.