Having graduated from the University of Manchester with a B.A. in Economics and Business Studies, Dan completed the relevant exams through the Chartered Insurance Institute to become a Chartered Financial Planner in 2012. Dan is also a member of the Saunderson House Technical Research group.
Dan enjoys helping clients with all areas of financial planning, and finding solutions for a wide array of concerns that clients may have. Dan is particularly interested in advising clients on how they can use their overall portfolio to provide the level of income that they require in retirement, whilst also planning to pass on assets tax efficiently, through cashflow forecasting.
Outside of work, Dan enjoys travel, keeping fit, following Reading FC and socialising with friends and family.