Dan Old

Dan Old

Greenspace Sustainable Financial Planning

Minimum savings/pensions: Any amount

0330 038 8940
Based in Bournemouth
View location

Verified since: January, 2024

5 out of 5

2 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 12 January 2025

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

  • Recent Client Reviews

    Dan has not received any reviews in the last 12 months

    Dan has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 10 December 2024

    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.

  • 1

    Qualifications Uploaded

    1 qualification certificate 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 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 status: Certified by Firm

    Last checked: 12 January 2025

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

  • Recent Client Reviews

    Dan has not received any reviews in the last 12 months

    Dan has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 10 December 2024

    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.

  • 1

    Qualifications Uploaded

    1 qualification certificate 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 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

Hello! I’m Dan. I have been advising clients on pensions, ISAs, protection and mortgages since 2007. I'm a Co-Founder of Greenspace, a certified B Corp and financial advice firm on a mission to have a positive impact. We are directly authorised by the FCA to find pension and investment options from the whole of the market which match your values as well as providing the returns you and your family need. The climate crisis is real, and ‘business as usual’ is no longer an option. We are here to help individuals and businesses who want to make a difference. Most pension funds are still investing in fossil fuels. What is yours doing? What is your company’s Auto Enrolment scheme doing? We provide ethical health checks and Q&A sessions to help you get started. Depending on your objectives, we provide advice, including dealing with providers on your behalf to make sure everything is properly sorted out, and stays that way. We work with award-winning portfolio and fund managers to help you hit your financial goals sustainably. Did you know… According to research by Aviva and Make My Money Matter… ‘the carbon savings benefit of switching pension funds compared to more familiar behavioural adaptations. For example, moving the national average pension wealth to the sustainable fund used in the calculations is 21 times more effective (respectively) than the combined annual carbon savings of switching to a renewable electricity provider, substituting all air travel with rail travel, and adopting a vegetarian diet’… A huge positive impact and something we are ready and waiting to help you with! We are a Certified B Corp… But what does this mean? A Certified B Corporation (B Corp for short) is a company that has voluntarily met the highest standards for social and environmental performance. These standards are intentionally set high and are there to recognise leading companies. The standards are developed independently and cover a company’s impact in critical areas, including Governance, Workers, Community, Environment, and Customers. We were proud to be one of the first 1,000 UK B Corps. The shift from a shareholder economy to a stakeholder economy cannot come soon enough! To talk to me about how a positive approach to investing can work for you, or improve your organisation’s sustainability credentials, or see if we can work together in any other way to promote sustainability, book a quick chat at a time which suits you, here… https://calendly.com/dan-greenspace/meeting-with-dan-from-greenspace

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£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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