- , Independent Financial Adviser
Dan has done pretty much every job in an IFA firm; telemarketing, paraplanning, advising, compliance, running portfolios and so on. He has worked as self-employed IFA, as an employee in a regional law firm, and currently within a regional accountancy firm. He is a Fellow of the PFS, Chartered, PTS, and recently was awarded an MSc in Financial Planning and Business Management by Distinction. He is currently researching the professionalisation of financial advice/planning for a Doctoral Thesis.