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.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
*This is a Lifetime Mortgage. To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.
