
Dan Gayle
Financial Planning Consultant in Worthing
A little bit about Dan
Hi, I’m Dan, a Financial Planning Consultant based in Worthing, covering Sussex and surrounding areas, as well as nationally via Teams/Zoom.
For me, this role brings my favourite parts of my career experience together (I’ll share a bit more about that shortly). I specialise in all areas of financial planning and through my comprehensive service offering, I work closely with people to get clear on the financial goals most important to them and develop a bespoke plan to help them achieve their objectives.
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An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
Services
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
General Insurance
Home contents insurance, buildings insurance.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Dental & Medical
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Qualifications

Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Location
Dan's location
Worthing
West Sussex
United Kingdom
Dan offers expert financial advice to suit your needs, covering Sussex and surrounding areas and nationally via Teams/Zoom.
I also offer services in the following areas:
I also offer services in the following areas:
- Sussex
- Surrey
- London
- Kent
More about me
I have over 10 years of experience in the financial industry, including 5 years as an Investment Analyst & Portfolio Manager with HSBC, where I co-managed $500m of private client money across multi-asset portfolios (equities, bonds, hedge funds, property, commodities).
I also have extensive experience as a business coach & consultant, where I built strong connections with my clients and helped them to better understand their challenges, and then to execute strategies to overcome them and achieve the goals and aspirations most important to them.
The area of finances is a difficult one for many, and for a number of different reasons. My aim is to not only be your source of knowledge and support with your personal financial matters, but also to be a pillar of support throughout your life. Together, we will work to ensure you are protected from financial risks in life and put you in the best position to achieve the goals most meaningful to you. I can build a cash-flow forecast model which will help to keep you on track both now and in the future, allowing us to make adjustments to your plan as circumstances change as they invariably do. I will help to give you peace of mind, knowing that your personalised financial plan is in place, enabling you to make informed decisions and enjoy life with less worry about finances.
In my personal life I like to be active, going on walks in nature, and playing tennis, golf, and basketball. I love to spend time with my family, and our young twin boys and little doggie definitely keep us entertained. I really enjoy producing music and find it very meditative. I am also fascinated by psychology and personal development.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.