At Sutcliffe Wealth Management Ltd we have extensive experience in providing expert face to face financial advice and through offering a personal bespoke service, our objective for every client is to identify their individual priorities and needs and deliver planning solutions tailored to your long term goals. 

We specialise in offering Investment Planning, Pension Planning, Inheritance Tax Planning and Protection Planning for both personal and business clients.

For those clients who wish, we will keep them up to date with regular communications, such as WeekWatch, The Investor magazine, as well as regular face-to-face review meetings. I’m able to see you in the comfort of your home, your office or in one of our UK offices.

Dan comments: My main aim is to help provide you with a worry free financial future by building and growing your wealth. I do this by listening to what matters to you and prioritise your needs. We will then work together to help you achieve your goals and aspirations no matter how simple or complex they may be and will review these regularly to make sure you are on track.

In my spare time I like to spend time with my family, where my two young children keep us on our toes! I also enjoy running, playing golf and am coach at a local Cricket Club, Ripley CC’.

Dan continues to demonstrate his commitment to professional development, having achieved Diploma status in financial planning awarded by the Chartered Institute of Insurance.