Financial Planning Consultant, CFA, DipPFS
I’m a fully qualified financial planner / financial adviser and chartered financial analyst with experience working with clients across the financial services industry since 2011. I’m passionate about helping individuals, families and small business owners, from all walks of life, take confident and fully informed control of their finances and any concerns in what is an increasingly complex financial world. I aim to provide financial peace of mind with clear, personally-tailored and tax-efficient plans that cut through complexity, to help clients plan for and work toward short and long-term financial goals and aspirations and, ultimately, target later life with as much financial freedom and security as possible.
I provide holistic and practical advice for clients in all stages of life, across savings & investments, pensions & retirement planning, tax-efficiency planning (inc trust planning), individual/family/business protection & insurance, and estate/inheritance-tax planning.
I’m based in Darlington and so can easily meet clients in person across the North East and North Yorkshire regions, although I’m also very keen to work with clients further afield/nationally given the flexibility of online video meetings.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Darlington
United Kingdom
Dan is located in Darlington, County Durham and serves the surrounding areas of North Yorkshire and the North East. He can also serve clients further afield (nationally) on a remote basis.
I’ve worn a few different career “hats” prior to becoming a financial adviser. I originally come from a scientific background and started out as an academic research astronomer as part of obtaining a doctorate in astronomy.
After leaving academia I spent the bulk of my career so far in financial services consulting, where I specialised in providing professional investment strategy and risk management advice to the trustees of large occupational pension schemes, which is where I gained my Chartered Financial Analyst (CFA) professional accreditation with the CFA Institute.
More recently, I decided to switch tracks within the industry and pivot to become a financial adviser to individuals, families and small business owners instead because I enjoy meeting with and directly helping people from all walks of life. To do this I retrained and obtained the necessary Diploma in Regulated Financial Planning (DipPFS), became a member of one of the industry’s main professional bodies (the Chartered Insurance Institute) and joined Quilter Financial Advisers.
Outside of work, I like to get out into the countryside for scenic walks/hikes with the family, explore new areas, keep up to date with the latest news in astronomy and technology, keep fit & healthy and meet up with friends in local community groups for various events and charity endeavours.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
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.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.
