Head of Paraplanning
Daniel is a valuable asset to the Technical Support Team having spent 13 years in the industry (the last three of which were at a major accountancy firm). Prior to this he has worked for two large adviser firms.
Background / Experience
Dan holds Diploma in Financial Planning (DipPFS) and is working towards the Advanced Diploma in Financial Planning.
In his spare time Dan enjoys fishing and running, and is a passionate supporter of Newcastle UTD FC (someone has to!). He married his long-term partner, Victoria, in September 2013.