Dan Midgley
Acumen Investment and Pension Solutions
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8941
Based in Darlington
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: August, 2021
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 March 2025
Dan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dan's status
8
Recent Client Reviews
Dan has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 8 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: 04 February 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.
4
Qualifications Uploaded
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 9 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 9 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 March 2025
Dan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dan's status
8
Recent Client Reviews
Dan has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 8 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: 04 February 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.
4
Qualifications Uploaded
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 9 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 9 first impressions)
I joined the Financial Services industry after a rewarding career in the Royal Marines, starting out as a Restricted Adviser with a large financial planning network, before moving to my current role as an Independent Adviser with access to the whole of the market across all advice areas. I offer fully holistic advice, covering savings and investments, pensions, retirement and estate planning, mortgages including Buy to Lets, as well as Protection needs and tax planning. My focus is on you, the client, to help understand your financial goals and future aspirations. I believe the most important aspect of financial planning is the ability to listen, and to understand what really matters to the client. I pride myself on delivering the highest level of service to my clients, helping them navigate their way through the world of finance and making the complex easy to understand. I feel that my background has provided me with a discipline and an attention to detail that adds great value to my clients, and means I am constantly learning and staying up-to-date with the ever-changing rules and regulations. When I am not helping clients I enjoy Brazilian Jiu-Jitsu, rock climbing, football and hiking with my dog. I am also an avid reader and constantly trying to gain more knowledge on a variety of subjects. I offer a free 1-hour consultation either remotely, over the phone or face to face. Please don’t hesitate to get in touch.
£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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