0330 038 8942
Based in Inverness
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: June, 2023
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Dan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 March 2025
Dan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Dan has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 11 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: 02 December 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
Checks carried out by VouchedFor
FCA Regulated
Dan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 March 2025
Dan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Dan has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 11 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: 02 December 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
I provide holistic financial planning for my clients, specialising in pre and post retirement planning. I strive to have long-term relationships with my clients helping them achieve their short, medium and long term goals through the use of cash flow modelling. At 57 North Financial Planning our team approach ensures our clients are put first and are able to tap into years of wide ranging knowledge and experience. I have been in the industry for 11 years and have been a Financial Planner since September 2017. Having achieved the Diploma, I am now building my experience whilst also studying towards achieving the Chartered Status. Outside of work I enjoy staying fit through the gym, football and golf as well as keeping up with my busy social calendar.
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
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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