About Daniel
Dan has over 20 years of experience in the financial advisory/wealth management sector; from being a financial adviser and running his own company to being in a senior management position within a FTSE 100 wealth management company.
Now as a non-advising managing director his experience has given him a thorough understanding of building a business that delivers exceptional clients outcomes. This starts with its “people” and its “culture” and he is a big believer in getting the right people and retaining them.