Dan Dewar

Dan Dewar

Consilium Financial Services

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8938
Based in Macclesfield
View location

Verified since: January, 2024

5 out of 5

9 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 April 2025

    Dan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 4

    Recent Client Reviews

    Verified reviews: 100%

    Dan has received 4 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 January 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Dan has not yet added their qualifications to their profile

  • Transparent Fees

    Dan has provided information on their typical fees

    Dan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 April 2025

    Dan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 4

    Recent Client Reviews

    Verified reviews: 100%

    Dan has received 4 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 January 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Dan has not yet added their qualifications to their profile

  • Transparent Fees

    Dan has provided information on their typical fees

    Dan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Prior to becoming a Director at Consilium Financial Services Ltd in November 2018, I have been an Independent Financial Adviser since April 2011 after working in a number of roles for large financial services firms including Training & Competence Supervisor and Compliance at Friends Provident and Financial Planning Manager at RBS/NatWest Private Banking. I am QC level 4 Diploma Qualified and cover all areas of advice including Mortgages, Workplaces Pensions, Protection (Life Insurance), pre/post retirement, Investments, Inheritance Tax and Trust planning. In my spare time I am a UEFA B football coach at Stockport County Ladies.

£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).

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