Dan is based in Nottingham for One Four Nine Wealth. Although he has only recently become a financial planner, he has been advising corporate clients on group risk and so fully understands the importance and significance of building long lasting relationships. He takes the time to understand their financial objectives, build appropriate plans and adjust them as necessary over time.
Having studied mathematics, economics and business studies Dan’s progression to working within financial services is not a surprise. He has since worked in financial services for over a decade and has worked in all roles within financial advice progressing from administrator to paraplanner to financial adviser. He has an SQA Level 4 Diploma in Professional Financial Advice and is planning his next steps towards Chartered status.
Outside of work Dan enjoys spending time with his young family, particularly going on long walks and bike rides.
