Dan Gayle

How can you boost your pension pot?

In the UK, there’s an estimated £26.6bn¹ in lost or forgotten pensions. That means the average UK worker is missing as much as £28k² from their retirement money. But there’s good news - this kind of financial hit is completely avoidable.

As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early.

If that sounds good to you, please get in touch.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Tax Planning is not regulated by the Financial Conduct Authority. Tax treatment varies according to individual circumstances and is subject to change.

¹Source: https://www.ftadviser.com/pensions/2023/10/26/one-in-20-savers-could-be-missing-out-on-lost-pensions/

² Source: https://www.hrmagazine.co.uk/content/news/average-uk-worker-has-28-000-in-unclaimed-pensions

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.