0330 038 8942
Based in Peterborough
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FCA status: Certified by Firm
Dan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dan's status
Last checked: 27 December 2025
Dan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dan's status
13
Recent Client Reviews
Dan has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 13 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: 12 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.
19
Qualifications Uploaded
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
19 qualification certificates available to view
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Dan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Dan has provided information on their typical fees
Dan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
15
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 15 first impressions)
100% of users who are not yet clients had a positive first experience with Dan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 15 first impressions)
I am an Independent Financial Adviser at AFH Wealth Management and have continued to study over the years to become a Level 6 Chartered Financial Planner with the Personal Finance Society. I started out working for a pension provider before moving to a financial advice practise where I obtained my qualifications and broadened my knowledge to include investments and protection. As a forward thinking, proactive adviser, I provide both corporate and private clients in Cambridgeshire (and surrounding areas), with a holistic financial planning solution to meet all of life's goals. Whether you have a complex investment portfolio, or simply wish to plan for a comfortable retirement, I will take the time to understand your short and long-term objectives, before offering a personal approach to generate a solution that is exclusively yours. I will then continue to offer guidance and reassurance throughout our relationship, with a view to becoming a trusted and long-term adviser. Given AFH Wealth Management's independent status, I can access the whole of the market to achieve the most suitable outcome for you whilst using the company's size to obtain competitive charges not available to the majority of smaller firms. Outside of work, I enjoy a very active lifestyle, and can often be found at my local golf club. In my down time, I enjoy travelling both in the UK as well as abroad, and spending valuable time with my wife and three children.