Dan is known for his high integrity, personal approach, and genuine commitment to understanding what truly matters to his clients. He takes the time to listen, building strong relationships grounded in trust, empathy, and open communication. His focus is always on delivering honest, tailored advice that reflects each client’s individual goals and circumstances.

With deep experience across the financial services industry, Dan brings a wealth of knowledge to every conversation — whether you’re planning for retirement, investing for the future, or securing the right mortgage. His mission is simple: to help people make informed decisions and turn their financial ambitions into reality.

Dan approaches every interaction with transparency and professionalism, offering expert guidance at every stage of your financial journey. He believes that great advice begins with trust, and he’s proud to be a reliable presence for his clients through life’s milestones and unexpected changes.

Outside of work, Dan is a devoted family man. He lives with his partner Sarah and their three children — Isaac, Eva, and Ellis. When he’s not supporting clients, he enjoys travelling, watching rugby and American football, and spending time on the golf course whenever he can.

Your home may be repossessed if you do not keep up repayments on your mortgage. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.