Everyone meet Dan, our newest Client Relationship Manager who joined the team in June.
Originally from Coventry 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 diploma qualified paraplanner.
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!