Before joining McMillan Wealth in January 2018, Dan began his career in the financial services industry working for one of the UK’s largest third-party pension administration firms as the first point of contact for their largest and highest profile Final Salary pension schemes. Here Dan became proficient at developing strong rapports with both customers and financial advisers by offering clear and concise solutions to a variety of queries.
Although he now specialises in building effective and tax-efficient retirement planning solutions for business owners and individuals, Dan takes a holistic approach to financial planning with clients that is underpinned by the desire to always provide a top-quality level of service. He is also able to provide advice on helping to protect your wealth and assets against risk, passing wealth onto future generations and tax efficient savings and investment planning.
Outside of work Dan is an avid sports fan, particularly cricket and football by (for all his sins) continuing to follow his native Portsmouth FC.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.