0118 443 0189
Based in Reading
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: October, 2023
4.9 out of 5
Checks carried out by VouchedFor
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: 17 May 2025
Dan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dan's status
17
Recent Client Reviews
Dan has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 17 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: 10 March 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.
14
Qualifications Uploaded
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14 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 not yet added their fees to their profile
Fees not yet added
Dan has not yet added their fees to their profile
7
Positive First Impressions
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 7 first impressions)
86% of users who are not yet clients had a positive first experience with Dan
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 7 first impressions)
Checks carried out by VouchedFor
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: 17 May 2025
Dan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dan's status
17
Recent Client Reviews
Dan has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 17 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: 10 March 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.
14
Qualifications Uploaded
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14 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 not yet added their fees to their profile
Fees not yet added
Dan has not yet added their fees to their profile
7
Positive First Impressions
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 7 first impressions)
86% of users who are not yet clients had a positive first experience with Dan
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 7 first impressions)
I am a Financial Adviser at Finli (FA92), with 25 years’ experience in the Financial Services sector. My aim is to help you make sense of your finances and build a clear, achievable financial plan to help you write your own future. It's important to take the time to understand your financial goals and objectives by conducting a review of your circumstances and existing arrangements to find the most appropriate solution. There areas I can advise you on are: • Pensions & Retirement Planning • Mortgages • Savings & Investments • Insurance & Protection I have learnt over the years that it’s not only about making the right decisions, it’s also about making them at the right time. Outside of work I enjoy spending time with my family and my dog and also enjoy watching a variety of sports.
Offers available through VouchedFor
Contact Dan through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Dan's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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