Dan joined 2mtrust in 2019 and trained as a Financial Adviser through the Openwork Training Academy. He enjoys getting to know clients on a personal level, developing a relationship of trust and helping with a wide range of their financial planning needs.

His experience through the Training Academy has also enabled Dan to learn the ins and outs of the administrative processes which has helped with working alongside the Paraplanners within 2mtrust.

Dan has a passion to develop within the financial services industry - to ensure he's giving the most suitable financial advice to his clients. He's currently working towards gaining Chartered status by October 2024.

Outside of work Dan enjoys playing any sport - in particular surfing, golf and bouldering - and also getting stuck in with the youth work and music at his local church.

If you’d like to find out more about how Dan can help you find the right mortgage and appropriate insurance for you and your family or look at your pensions and investment options, get in touch via email or direct message through LinkedIn.

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Has Dan helped you with your financial planning? If so, we’d love to hear about it! Please do leave a positive review on our Facebook Page and Google or email a testimonial directly to Dan.