Dan Willers

I’ve been working in Financial Services since 2003, and since joining Robertson Baxter in 2015 I’ve been advising clients directly from 2020. Today I look after around 60 clients and their families, helping them navigate their financial goals with clarity, calm and confidence. My path to becoming a Chartered Financial Planner was the result of three years’ focused study, building on a wide range of experience across the profession. That background gives me the technical expertise to tackle even the most complex planning challenges, but what really drives me every day is helping real people make the most of their money and their future. I believe financial planning should be personal, practical and long‑term. I love working with people at all stages of life, from young professionals taking their first big financial steps, to those planning the next chapter, and I also advise company directors and a local charity on their investment portfolios. It’s a real privilege to help clients turn their hopes into plans and their plans into progress. To me, great advice goes beyond technical knowledge, it’s about listening, understanding you, and building a trusted partnership. I’m known for being attentive, thorough and down‑to‑earth, and I always aim to make financial planning something that feels accessible and even enjoyable — with the occasional laugh along the way! Away from work you’ll find me spending quality time with my amazing wife Anna and our daughter Florence. We enjoy family days out, cosy weekends, and, thanks to a recent discovery of the joys of gardening, long summer afternoons trying (often unsuccessfully) to keep the veg patch under control. If you’re looking for an adviser who will listen first, explain clearly, and help you build a financial plan that’s right for you and your family, I’d be delighted to hear from you.