“We were recommended to Dan some years ago by our insurance adviser of many years. As it happened, I retired earlier than expected and we needed his advice on how to manage our finances earlier than planned. Dan has such as genuine approach to sorting us out without fuss, bother or problem. That was five years ago and since then we have continued to take Dan’s advice with great results that are much appreciated.”

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise.  You may get back less than you invested.

“I have been using Dan for investment advice for many years now. Dan provides a critical insight into my financial affairs, is thorough, and always willing to take the time to discuss any concerns and respond to my questions in a way I can understand. he has exceeded all of my expectations and has been an absolute pleasure to know. Without question, I would highly recommend Dan.”

“Dan has been looking after my pension for several years now after helping to consolidate a number of my pension pots. Dan offers a very personal level of service and keeps me regularly updated with progress and advice. I trust Dan and his advice implicitly now which has helped to grow my overall pension pot considerably. I would certainly recommend Dan to anybody looking for trustworthy and reliable financial advice.”

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise.  You may get back less than you invested.

“After consulting with a number of IFA’s I was left unimpressed. I was then recommended to Dan by a friend and his approach stood out a mile. Dan really wanted to get to know me and invested an inordinate amount of time, over several meetings, to understand exactly what my priorities were. He wasn’t at all pushy, unlike other advisers I had seen, I can’t recommend Dan enough.”

John Swift Countesthorpe

“Daniel became our Wealth Manager several years ago. He’s always been very professional and informed. We have total confidence in his advice and always feel happy after meeting with him. We have recommended Daniel to our friends and family.”

“I feel very confident with Dan and his knowledge and ability to manage my investment portfolio. I wouldn’t trust anyone else to look after my portfolio which is so very important to me & my family’s future.”

“Three years ago I was introduced to Dan and was immediately impressed with his friendly, helpful, but very professional approach. The results have been excellent and I will definitely be staying with him for the foreseeable future. Dan has provided me with a variety of solutions over the years, giving myself and my family total peace of mind. He is always accessible and because of this I would whole heartedly recommend him to anyone.”

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise.  You may get back less than you invested.

“I have had the pleasure of working with Dan for a couple of years now and I haven’t looked back since. I work with Dan on a business level and wouldn’t trust anyone else to look after my clients. He is the most confident and knowledgeable Wealth Manager I have ever dealt with and this reflects in my client’s feedback. Dan has proved to be the perfect solution every time delivering honest and caring advice.”