Bio

Dan joined XL IFA in 2020, he is a Chartered Financial Planner, the highest level of qualification for financial advisers in the UK. He is also a Fellow of the Personal Finance Society, and a holder of the Society of Mortgage professionals award in Equity Release.

Dan started working in the financial service sector in 2014 after graduating from the University of Exeter with a degree in Economics. He prides himself on offering professional and personalised advice to all his clients and providing holistic financial planning to best find solutions to meet their objectives.

Originally from Bury St Edmunds he now lives with his family in Kesgrave. A keen sportsman Dan regularly plays football and is a member of his local running group the Kesgrave Kruisers.

Specialisms

Pension consolidation
Retirement income planning
Investment planning
Inheritance tax and estate planning
Equity release

Contact

01449 723526
dan@xlifa.co.uk