0330 038 8940
Based in Larbert
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FCA Regulated
Last checked: 23 February 2025
Dani-Rose and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Verified reviews: 100%
Dani-Rose has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 21 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Qualifications not yet added
Dani-Rose has not yet added their qualifications to their profile
Transparent Fees
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Dani-Rose has not yet added their fees to their profile
15
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Dani-Rose
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dani-Rose (based on 15 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 23 February 2025
Dani-Rose and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Verified reviews: 100%
Dani-Rose has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 21 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Qualifications not yet added
Dani-Rose has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
Dani-Rose has not yet added their fees to their profile
15
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Dani-Rose
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dani-Rose (based on 15 first impressions)
Dani-Rose is a seasoned professional with over 12 years of experience in the financial services industry. She holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute. Dani-Rose specialises in offering comprehensive financial advice, encompassing investments, savings, protection, and retirement planning. Think of her services as a financial health check-up, similar to a doctor's visit. During this review, she thoroughly examines your finances to identify areas for improvement or necessary changes. As an Appointed Representative of the M&G Wealth business (formerly Prudential), Invest, Retire, Protect is authorised and regulated by the Financial Conduct Authority, ensuring you receive secure and reliable guidance. Dani-Rose provides personalised financial advice on a Restricted Advice basis, tailoring her recommendations to fit your unique financial needs and goals.
Offers available through VouchedFor
Contact Dani-Rose 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 Dani-Rose's clients
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