Client Relationship Manager
Originally from Coventry, Dan but now enjoys the slower pace of life in a small Leicestershire village.
Having worked previously in the world of data communications, Dan happened upon a passion for helping people via the medium of financial planning and now finds himself with just short of three years experience as a Level 4 Diploma qualified paraplanner.
Dan supports our advisers Jane Ball and Kevin Thornton, assisting them with the day to day activities to help maintain their relationship with their clients.
Outside of work, Dan enjoys reading, travelling and exercise. He still harbours a desire to write a novel as part of his own retirement plan!
He has recently discovered an affinity for walking and as a result of this, a particular affinity for the Peak District. He recommends anyone looking for unbelievable landscapes, quaint villages and, of course, charming village pubs should definitely put this on their travel list!