Welcome to Dan

Category: Uncategorized

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!

Welcome Dan!

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