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Dan Reed

Financial Planning Consultant, CFA, DipPFS

A little bit about Dan

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.  

Find out more about me below.

Start the conversation

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

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.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

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

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.

More about me

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.  

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.