0208 166 8476
Based in Surrey-Quays
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: January, 2023
4.9 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: 18 April 2025
Dan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Dan has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 14 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: 15 January 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.
1
Qualifications Uploaded
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 3 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 3 first impressions)
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: 18 April 2025
Dan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Dan has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dan has received 14 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: 15 January 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.
1
Qualifications Uploaded
Dan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dan (based on 3 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 3 first impressions)
I understand that sitting down with an Financial Adviser is an important step in a person's life, and that clients situations are never exactly the same. Each client has different goals and different ideas on how they would like to get there. As a result, I see the importance in offering highly personalised, goals based financial advice to clients, helping them to work towards whatever goal they might have. I specialise in advising working professionals and their families. I can help clients to make informed decisions about money, educating them along the way, aiming to help them achieve financial independence. I aim to build long-term relationships founded on a great client experience through honesty and reliability. I offer a no obligation initial consultation. If I can't help with your specific request, I will certainly be able to point you in the right direction. So, if you would like an initial chat, feel free to reach out and I'll be more than happy to help. As a Partner Practice of St. James’s Place Wealth Management based in London, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£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
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