0330 038 8938
Based in Bath
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: December, 2023
4.6 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Dane is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dane's status
Last checked: 28 April 2025
Dane is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dane's status
28
Recent Client Reviews
Dane has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dane has received 28 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: 03 April 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
Dane has not yet added their qualifications to their profile
Qualifications not yet added
Dane has not yet added their qualifications to their profile
Transparent Fees
Dane has not yet added their fees to their profile
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Dane has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Dane is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dane's status
Last checked: 28 April 2025
Dane is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dane's status
28
Recent Client Reviews
Dane has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dane has received 28 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: 03 April 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
Dane has not yet added their qualifications to their profile
Qualifications not yet added
Dane has not yet added their qualifications to their profile
Transparent Fees
Dane has not yet added their fees to their profile
Fees not yet added
Dane has not yet added their fees to their profile
Dane is a Chartered Financial Planner with over 10 years of financial services experience across investments, pensions and financial planning. He joined Fidelius in 2017, having previously lived and worked in Bristol after graduating from Exeter University with an English Literature degree. Dane specialises in helping clients to plot a course to financial wellbeing in Plain English, balancing his technical knowledge with clear and concise explanations and recommendations. Dane fills his free time with football, tennis, attempts at gardening, and a growing as-yet-unread book collection.
Offers available through VouchedFor
Contact Dane through VouchedFor and your initial 30 minute 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 Dane's clients
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