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Based in Chelmsford
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As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I have a background in investment management and corporate finance, which I can draw upon when dealing with clients, especially in the area of asset allocation and fund selection. I have an interest and do a large amount of work in the area of pensions, including consolidation and investment strategies, as we all too often hear about badly performing plans, whereas it is the high charges and poor fund selection that does the damage. One of the things that encouraged me into the industry was its' poor reputation and so i run my business and advise clients on their money in the same way as I would expect my own savings to be treated. I always recommend that potential clients seek the opinion of existing ones and if they are so inclined, read a few of the articles that I write for the Cambridge News on a weekly basis.
£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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