Dan Alder

Dan Alder

The Private Office

Minimum savings/pensions: Over £500,000

0330 038 8941
Based in Bradford-on-Avon
View location
Top Rated 2026
Verified since: March, 2022
4.9 out of 5

87 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 21 May 2026

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

  • 22

    Recent Client Reviews

    Verified reviews: 100%

    Dan has received 22 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 March 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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    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

  • 45

    Positive First Impressions

    98% of users who are not yet clients had a positive first experience with Dan

    98% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 45 first impressions)

About

I provide individuals and families with peace of mind and complete clarity over their finances. My clients see me as a partner to all their financial decisions, empowering them to make fully informed and confident decisions about the present, their longer term futures and helping the next-generation. I have a lot of experience working with business owners, ensuring that they have a joined up approach to their personal and business finances. I work very closely with their accountants and provide a very proactive and forward-looking service so that every opportunity is considered and nothing is missed. I joined The Private Office because it embodies the values I believe are vital for top quality financial planning. By leading with Planning and using the latest technology, we can make evidence-based decisions for our clients’ finances.