0330 038 8940
Based in Radlett
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: October, 2023
4.9 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: 27 March 2025
Dan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Dan has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 16 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 27 March 2025
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.
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
5
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 5 first impressions)
80% of users who are not yet clients had a positive first experience with Dan
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 5 first impressions)
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: 27 March 2025
Dan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Dan has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 16 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 27 March 2025
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.
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
5
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 5 first impressions)
80% of users who are not yet clients had a positive first experience with Dan
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 5 first impressions)
Dan is an experienced Financial Adviser with seven years in the financial industry and a Diploma in Financial Planning. After four successful years as a financial adviser with Prudential Financial Planning, in 2021 Dan was delighted to establish his own financial advice business, Optimal Wealth Management Limited, as part of The Advice Partnership from Prudential. Dan has been helping people achieve financial security throughout his career, and has expertise across all areas of financial planning, including retirement, investments, and Dan has a specialism in estate planning and inheritance tax mitigation. Dan takes pride in providing investment solutions to meet individual client needs. He provides bespoke advice, following a rigorous assessment of each client’s financial needs. Quite simply, Dan provides sound, personal and expert advice. In his spare time, Dan spends time with his three young children and his Maltese Terrier. From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”. We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers. We’re backed by the strength and credibility of M&G plc, who has been providing financial security for over 170 years.
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
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