Dan Monahan

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!

Contact details

Lincoln office

Client Support Hub, 15 Beaumont Fee, Lincoln, LN1 1UH

View other team members

Tina Weeks

Managing Director &
Financial Life Planner

Clive Thompson

Director,
Head of Business Standards &
Financial Life Planner

Jeremy Squibb

Director,
Head of Life Planning &
Financial Life Planner

Ian Kemp

Financial Life Planner

Hollie Simpson

Client Relationship Manager

Tom Desborough

Financial Life Planner

Sue Thompson

Client Relationship Manager

Aaron Erişkin

Financial Life Planner

Karen Lang

Client Relationship Manager

Jane Ball

Financial Life Planner

Kevin Thornton

Financial Life Planner

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