“It is a great privilege to support those families who have established, scaled and successfully exited a business venture. These are creative, driven and dynamic individuals who should expect the same of their team of advisers.
An exit event will mean that many of our clients will be looking at their lives’ through a new lens. The protection and management of their wealth is an important facet of this process, requiring experience and genuine expertise.”
- Locations
- London, St. James’s
Dan is a wealth director and chartered fellow of the Chartered Institute of Securities and Investment.
He has worked within private client financial services in London since 2007, with the latter half of his career spent advising mid-market entrepreneurial families on their personal wealth, typically in the approach to, and post an exit event, the area in which he continues to specialise.
Dan is proficient in strategic financial planning and investment management across a range of asset classes, allowing him to adopt a rounded approach to wealth advice with the nuance and empathy required to navigate complexity at what is often a defining, but also transitional, moment in his clients’ financial lives.
Dan joined the team from London & Capital, where he built and led the personal wealth offering for entrepreneurs. Prior to this, Dan worked within Grant Thornton’s Wealth Advisory division in London.