Dan Reed

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. April 2026.

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.