Dan Burnham

Dan Burnham

Argentis Wealth Management

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Bank
View location
Top Rated 2026
Verified since: July, 2025
4.7 out of 5

79 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 10 March 2026

    Dan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dan's status

  • 29

    Recent Client Reviews

    Verified reviews: 100%

    Dan has received 29 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 17 January 2026

    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.

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  • Transparent Fees

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I help individuals achieve their lifetime aspirations and financial independence. I support and guide my clients through all of life’s ups and downs, implementing financial plans that cover all eventualities. When I first met with many of my current clients, they: • Did not have enough time to focus on their finances and did not want to be burdened with details. • Rarely had a financial plan in place to cover all eventualities. • Wanted to simplify their finances. • Wanted a professional individual to guide them through the financial decisions they need to make. Simply put, I aim to help my clients identify their motivations, ambitions and desires. Once done, I implement a personalised financial plan designed to fulfil these ambitions and desires – a plan which evolves constantly as circumstances and aspirations change. The entire process is designed to help my clients lead the lives they want to. Providing a highly professional financial planning service is what I do. If you would like to learn more about how I can help you, please feel free to contact me, I look forward to hearing from you!