Hailing from the Cotswolds, Dan joined Vantage as an Associate in January 2022, and has been on a meteoric rise since then: Dan was nominated for his incredible achievement of passing all his Adviser exams first time, in less than a year. A driven and extremely hard-working individual, Dan has always had a keen interest in the financial services industry, with a distinct desire to help clients achieve their goals and objectives in which anyway he can.
When he's not sitting with clients to explore their futures, Dan is busy planning his next adventure - his love for world travel stems from a natural thirst for knowledge and new experiences, and this is what lead him to pursue a career in financial advice with Vantage.
A devoted Manchester United fan, Dan can also be found supporting his beloved Red Devils, either in his local pub or at the Theatre of Dreams itself. Otherwise in his spare time Dan likes to continually challenge himself on the climbing wall and across 18 holes on the golf course, always attempting to better his previous scorecard (although we're still waiting to see that handicap fall).
Fun fact - Dan is an identical twin. He claims to be the taller one by a half inch or so...
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.