0330 038 8941
Based in Bradford-on-Avon
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: March, 2022
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Dan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dan's status
Last checked: 21 March 2025
Dan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dan's status
9
Recent Client Reviews
Dan has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Dan has not yet added their qualifications to their profile
Qualifications not yet added
Dan has not yet added their qualifications to their profile
Transparent Fees
Dan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Dan has provided information on their typical fees
Dan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
35
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 35 first impressions)
100% of users who are not yet clients had a positive first experience with Dan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 35 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Dan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dan's status
Last checked: 21 March 2025
Dan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dan's status
9
Recent Client Reviews
Dan has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Dan has not yet added their qualifications to their profile
Qualifications not yet added
Dan has not yet added their qualifications to their profile
Transparent Fees
Dan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Dan has provided information on their typical fees
Dan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
35
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 35 first impressions)
100% of users who are not yet clients had a positive first experience with Dan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 35 first impressions)
I provide individuals and families with peace of mind and complete clarity over their finances. My clients see me as a partner to all their financial decisions, empowering them to make fully informed and confident decisions about the present, their longer term futures and helping the next-generation. I have a lot of experience working with business owners, ensuring that they have a joined up approach to their personal and business finances. I work very closely with their accountants and provide a very proactive and forward-looking service so that every opportunity is considered and nothing is missed. I joined The Private Office because it embodies the values I believe are vital for top quality financial planning. By leading with Planning and using the latest technology, we can make evidence-based decisions for our clients’ finances.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Dan's clients
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