Dan Gayle

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.

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.