0330 038 8940
Based in Larbert
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Dani-Rose and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 October 2025
Dani-Rose and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
44
Recent Client Reviews
Dani-Rose has received 44 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dani-Rose has received 44 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 20 May 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Transparent Fees
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19
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dani-Rose (based on 19 first impressions)
100% of users who are not yet clients had a positive first experience with Dani-Rose
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dani-Rose (based on 19 first impressions)
Dani-Rose is a seasoned professional with over 13 years of experience in the financial services industry. She holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute. Dani-Rose specialises in offering comprehensive financial advice, encompassing investments, savings, protection, and retirement planning. Think of her services as a financial health check-up, similar to a doctor's visit. During this review, she thoroughly examines your finances to identify areas for improvement or necessary changes. As an Appointed Representative of the M&G Wealth business (formerly Prudential), Invest, Retire, Protect is authorised and regulated by the Financial Conduct Authority, ensuring you receive secure and reliable guidance. Dani-Rose provides personalised financial advice on a Restricted Advice basis, tailoring her recommendations to fit your unique financial needs and goals.