“I’m passionate about helping clients achieve maximum return on their lives, not just their investments, with the assets and resources available to them.“
- Locations
- Cardiff
- Phone number
- 02920347821
Areas of advice
Financial Planning
Dan joined the RBC Brewin Dolphin Wales office in 2016, progressing to become a Chartered Financial Planner in 2021. He specialises in providing personal financial plans, using cashflow forecasting and modelling, to business owners, their families and private individuals.
He began his career in financial services in 2012 at Chase de Vere and, after a short career break to travel, joined RBC Brewin Dolphin in 2016. He has moved specialisms from Investment Management to Financial Planning, progressing to his current role. He holds the Advanced Diploma in Financial Planning as well as Diplomas in Investment Advice from the Chartered Institute for Securities & Investments and Regulated Financial Planning from the Chartered Insurance Institute.