- call us now! 01548 856096
Dan has been working in financial services since 1997 and holds the prestigious status of being a Chartered Associate of The London Foundation for Banking & Finance. Over this time, Dan has built a wealth of knowledge in financial planning.
Dan works with private clients as well as small businesses offering advice around pensions, investments, tax planning, protection and mortgages. Holding the Chartered status has enabled him to gain extra qualifications to provide high quality advice around occupational pension schemes, pensions in divorce, investment and taxation of trusts, equity release and long-term care planning.
Growing up in the South Hams Dan has many contacts and has been involved locally with numerous clubs and associations as well as having built connections to local businesses and professionals.
Outside of work Dan enjoys spending time with his family and supporting his two children with their sports of Rugby, Athletics and Horses.
Trust, Tax Planning & Divorce Settlements are not regulated by the Financial Conduct Authority.
where we are
01548 856096
56 Fore Street
Kingsbridge
Devon TQ7 1NY
info@clearwaterfinancialplanning.co.uk where we are
01548 856096
Falcon Business Centre
Eagle Road, Langage
Plympton PL7 5JY
info@clearwaterfinancialplanning.co.uk where we are
01548 856096
The Orchard Centre
Blind Hole, Market Street
Launceston PL15 8AU
info@clearwaterfinancialplanning.co.uk Locations
