Director & Independent Financial Adviser
Outside work, Dan enjoys playing semi-professional rugby, keeping fit, catching up with friends and reading.
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and possess an up-to-date Statement of Professional Standing (SPS).
After achieving a first-class BA Honours degree in Finance and Investment from Coventry University, Daniel began training under his dad, Matthew; all whilst completing his professional exams.
He is a fully qualified Independent Financial Adviser and Director here at MDM Wealth; advising our clients, creating financial plans with a big picture focus and ensuring our clients’ goals and aspirations are at the heart of the work we do.
Dan’s areas of expertise are in investment and retirement planning, helping our client families to gain clarity of their existing position and then to closely work with them, to develop a plan tailored to their specific needs, providing them with peace of mind and security needed during their lives.
- Spending time with family and friends
- Playing rugby (apart from the injuries; occupational hazard!)
- Meeting new people
- Surfing in Newquay, Cornwall
- My job!
- Bad manners
- Road rage drivers
- Weak tea
- Untidiness (blame my mum!)
- Poor refereeing decisions