Dan Willers

I have been in Financial Services for 20 years, and advising for the last 2 years. I have previously been involved in all aspects of Financial Planning from starting out in financial administration, to becoming a successful Paraplanner for over 10 years, to where I am today. A Chartered Financial Planner which was a culmination of three years of study. What makes this job so special for me is the clients. I am passionate and thrive on helping clients realise their financial aspirations, by looking after them and their wealth. I don't do short term, I want to go on clients' financial planning journey with them. I am knowledgeable in most areas of financial planning, and my client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. I also advise company directors and a local charity on their investment portfolios. It is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears. I believe the key to being a good adviser is having a reasonable level of technical knowledge (which I have gained through my years being a Paraplanner), but more importantly the ability to listen and connect with what really matters to clients. I pride myself on attention to detail and want to ensure that you have a positive experience. Also known for my wit and humour, hopefully we can have a bit of a laugh along the way! Outside of work I enjoy spending time with my little family, my wife Anna and daughter Florence, we enjoy days out together or relaxing at home. I still despite my advancing years play football on a Saturday morning and also have a season ticket at Rotherham United, my hometown club. I love spending time in the garden, especially in the summer when I can become a bit of a green thumb! Feel free to get in touch and I would be delighted to see how I can help and add value to you and your family.