Professionally

Dan enjoys helping clients in Kent gain a better understanding of their financial position and how this can benefit them in later life. Having over 9 years of financial experience and building his career from a Paraplanner, Dan prioritises building relationships with clients and providing thorough specific plans to reach individual goals for our clients.

Dan is a problem solver and through his attention to details will provide high-quality financial advice that suits you. Currently working towards Chartered Status, Dan is driven in every aspect of his life.

 

Specialisms

  • FCA registered “Pension Transfer Specialist”.

qualifications

  • Diploma in Regulated Financial Planning
  • Certificate in Mortgage Advice and Practice (LIBF)
  • Certificate in Regulated Equity Release (LIBF)

Personally

When Dan’s not providing financial advice, he’s playing football for his local team or going on adventures with his partner, son and sausage dog.

Daniel in the spotlight

In my spare time:
I like to be active, spend time with my family or playing football. I am also partial to watching any football I can find on the TV!
Favourite Holiday Destination:
Sardinia
I start my day with:
A strong coffee and a walk with my sausage dog.
London regional office:
Craven Street Wealth
Temple Chambers
3-7 Temple Avenue
EC4Y 0DP
Kent regional office:
Craven Street Wealth
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Kent Regional Office:
Lawrence House
Summer Hill
Harbledown
Canterbury
Kent
CT2 8GT
Sussex regional office:
Craven Street Wealth
Freedom Works: The Courtyard
30 Worthing Road
Horsham
RH12 1SL
Bedfordshire regional office:
Craven Street Wealth
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
Craven Street Wealth
Ground Floor
Unit 7 Winchester Place
North Street
Poole
BH15 1NX
Oxfordshire regional office:
Craven Street Wealth
Seacourt Tower
West Way
Oxford
OX2 0JJ

Contact us

Get in touch today to discover how we may be able to assist you.

    Craven Street Wealth
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