Daniel

With over 10 years’ experience in financial services, Dan built his career on helping people protect what matters most. His background in protection with one of the UK’s largest insurers, combined with personal life experiences, has made him a passionate advocate for ensuring individuals and families have the right cover in place.

Alongside protection, he provides clear, tailored advice on investments and pensions, helping clients not only plan for the future but also understand the steps they can take to reach their financial goals. Dans approach is all about making complex topics simple, so clients feel confident and empowered in their decisions. He firmly believes in building long lasting relationships with clients.

Outside of work, Dan cherishes time spent with his partner and their son. He is a keen football player, lacing up his boots several times a week, and he enjoys exploring the outdoors with his Italian greyhound.