Independent Financial Planner
- Investments
- Pensions
- Protection
- Savings
- Tax & Trust Planning
- Corporate Financial Planning
Dan joined a national financial services provider via their academy programme in Manchester, gaining his diploma in regulated financial planning with the CII.
He joined us in 2023 to take on his first role as independent financial planner. Since then, he has provided advice and financial planning to individuals and business clients from a number of different backgrounds.
Away from work, Dan likes to spend his Saturdays at Brunton Park watching Carlisle United and is also a keen golfer and member of Carlisle Golf Club.
