- Locations
- Exeter
Dan provides holistic financial planning advice to private clients and trustees, helping them achieve their long-term goals and aspirations, which often involve intergenerational planning. His advice spans areas such as investment advice, Inheritance Tax planning and retirement planning. Dan works closely with clients’ other professional advisers to help them achieve their goals.
Dan joined RBC Brewin Dolphin in 2022 after a 14-year career in the City of London where he dealt in the global credit and fixed income markets with institutional investors across Europe.
Dan has attained a Diploma from the Personal Finance Society and is developing expertise in long-term care planning.