0330 038 8942
Based in Brentwood
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: September, 2024
5 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: 11 April 2025
Dan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dan's status
20
Recent Client Reviews
Dan has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 20 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: 24 September 2024
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.
3
Qualifications Uploaded
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Dan has not yet added their fees to their profile
Fees not yet added
Dan has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 7 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 7 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: 11 April 2025
Dan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dan's status
20
Recent Client Reviews
Dan has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 20 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: 24 September 2024
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.
3
Qualifications Uploaded
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Dan has not yet added their fees to their profile
Fees not yet added
Dan has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 7 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 7 first impressions)
I am a senior financial adviser at Broom having previously worked for some of the largest investment companies in the world; Dealer at JP Morgan, Regional Director of Investment Sales at Close Brothers, Sales Executive at Franklin Templeton and Head of Sales and Marketing at Hawksmoor Investment Management. But I have never felt so at home as I do being a Financial Adviser. The ability to help almost every person I engage with to leave them in a better position than before is so rewarding. Financial Planning is not just investing, it’s about understanding you as an individual, your goals, your objectives and your aspirations and then putting together a tailored solution to help you achieve these; be that retirement planning, protecting you and your family, planning for the future and/or achieving financial independence. As my background is in investments and being lucky enough to have worked with some of the best and well-known fund managers across the globe, I am part of the investment committee here at Broom making sure our portfolios continue to deliver great outcomes for our clients. I also head the Tax Efficient Investment department for Broom where, through planning, we help clients pass on much more of their wealth to their beneficiaries especially now that many more people will be paying Inheritance Tax. My wife and I have two beautiful daughters. Both our girls are young women now and we know it won’t be long before they fly the nest so try to spend as much time as we can with them, or more accurately, as much time as we are allowed to before ‘their dad’ becomes annoying/embarrassing. I play football for a local super vets team, I have two dogs, Maisy (Cocker Spaniel) and Bella (Cockapoo) and I love a DIY project.
Offers available through VouchedFor
Contact Dan through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Broom Consultants Limited is authorised and regulated by the Financial Conduct Authority. FCA No. 424217 Broom Consultants Limited is registered in England, no. 03920473 at Sterling Court, 4 Gresham Road, Brentwood, Essex, CM14 4HN.