0330 038 8942
Based in Inverness
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2023
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Dan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 April 2026
Dan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Dan has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 10 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: 09 December 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.
3
Qualifications Uploaded
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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I provide holistic financial planning for my clients, specialising in pre and post retirement planning. I strive to have long-term relationships with my clients helping them achieve their short, medium and long term goals through the use of cash flow modelling. At 57 North Financial Planning our team approach ensures our clients are put first and are able to tap into years of wide ranging knowledge and experience. I have been in the industry for 11 years and have been a Financial Planner since September 2017. Having achieved the Diploma, I am now building my experience whilst also studying towards achieving the Chartered Status. Outside of work I enjoy staying fit through the gym, football and golf as well as keeping up with my busy social calendar.