Dan Constable

Dan Constable

Broom Consultants Ltd.

Minimum savings/pensions: Over £50,000

0330 038 8942
Based in Brentwood
View location

Top Rated 2025
Verified since: September, 2024

5 out of 5

74 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 11 March 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

    Verified reviews: 100%

    Dan has received 20 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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

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    Dan has not yet added their fees to their profile

  • 7

    Positive 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

    Last checked: 11 March 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

    Verified reviews: 100%

    Dan has received 20 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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

    Fees not yet added

    Dan has not yet added their fees to their profile

  • 7

    Positive 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

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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.