Dan is a Chartered Financial Planner and joined 2mtrust in 2016. With a background in law, Dan has developed his knowledge of financial services and now specialises in wealth planning - with a particular interest in estate planning.

Working closely with the 2mtrust support team, Dan offers each client specific pension and investment options tailored to their needs – taking into account all aspects of their lifestyle and other relative elements that may affect their investment options including ethical preferences, risk appetite and individual objectives.

Dan is also an Affiliate member of the Society of Trusts and Estates Practitioners and works as part of the 2mtrust team to plan estates effectively - so that families' finances are secure for the long-term future.

If you’d like to find out more about how Dan can help you with 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.