“Every client has distinct needs and objectives. By dedicating time to truly understand each individual’s unique circumstances, we can deliver the most effective outcomes. I believe this personalised approach forms the foundation for delivering immediate solutions while also crafting bespoke long-term strategies for our clients”
- Locations
- London, St. James’s
- Phone number
- 020 3201 4270
Dan is a Wealth Executive in the RBC Brewin Dolphin St James’s office.
He assists a team of Wealth Directors in creating and implementing financial plans for ultra-high and high-net-worth individuals and their families. He has particular interest in advice covering a client’s lifestyle and liquidity needs, pensions, and estate planning.
Dan began his financial services career at RBC Brewin Dolphin in 2019 and transitioned to his current role in 2024.
He holds the Diploma in Regulated Financial Planning from the Chartered Insurance Institute and is a member of the Personal Finance Society. He is currently working towards his Advanced Diploma with the aim of becoming a chartered financial planner.