Dan is a Chartered Financial Planner and has been a financial adviser for almost 25 years before joining Wren Sterling in October 2025. Dan is passionate about helping his clients, always aiming to give the best possible independent advice and an exceptional service.
Dan has worked with clients and businesses across a spectrum of wealth and situations, advising everyone individually in line with their personal objectives. Dan also works alongside many Accountants and Solicitors to ensure that his clients have the best professional care when required, as well as adding value with existing relationships with other professionals.
Outside of work, Dan enjoys spending time with his wife and two sons, including coaching at his local rugby club (his playing days are very much behind him!) and going to the gym. He also enjoys watching films, comedy, good food and music, playing various musical instruments (although not particularly good at any of them!)