0330 038 8942
Based in Hook
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Dax is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dax's status
Last checked: 30 April 2025
Dax is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dax's status
29
Recent Client Reviews
Dax has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dax has received 29 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: 27 March 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.
9
Qualifications Uploaded
Dax has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
Dax has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Dax has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Dax has provided information on their typical fees
Dax has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
24
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dax (based on 24 first impressions)
100% of users who are not yet clients had a positive first experience with Dax
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dax (based on 24 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Dax is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dax's status
Last checked: 30 April 2025
Dax is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dax's status
29
Recent Client Reviews
Dax has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dax has received 29 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: 27 March 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.
9
Qualifications Uploaded
Dax has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
Dax has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Dax has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Dax has provided information on their typical fees
Dax has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
24
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dax (based on 24 first impressions)
100% of users who are not yet clients had a positive first experience with Dax
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dax (based on 24 first impressions)
I have worked in the finance and financial services industry for over 20 years, 9 of which were with HSBC and 6 with an IFA. I very much pride myself in building long term relationships with my clients by providing truly bespoke, holistic financial planning. I take a great deal of time and care in understanding your circumstances and financial position currently, and then how you would like your money to work harder for you and ultimately where you would like to be whether this is retirement, pension planning, inheritance or savings or investments. I firmly believe financial advice is not a singular event, as life throws all kinds of expected and unexpected events at us and I enjoy helping my clients throughout their financial life cycle. I may start by arranging a first time mortgage with a client and then we work together as they may marry, have children and change careers, then all the way to retirement planning and inheritance tax mitigation. This financial advice journey sometimes involves partners, children and even grandchildren. I have a very wide range of experience in financial advice including retirement planning, pensions, cash flow modelling, savings and investments, estate planning, financial protection, mortgages and equity release. I am able to offer businesses, entrepreneurs and the self employed a wide range of financial planning advice and support services including tax planning and mitigation, wealth transfer, exit strategy planning, group pensions and protection services and enhanced employee benefits packages. I like to be extremely proactive in keeping abreast of changes in the financial industry in order to make sure the advice I provide is cutting edge. I am a Diploma qualified Financial Adviser coupled with holding the Level 6 certificate in Pension Transfer and Planning Advice along with qualifications in Equity Release, Advanced Mortgage Advice and Long-Term Care insurance. In my spare time I enjoy spending time with my wife and two daughters and have two Labradors that keep me fit.
Offers available through VouchedFor
Contact Dax 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 Dax's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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