FPFS
Dan is a Chartered Financial Planner. He has worked in Financial Services since 2006 and joined Attivo in 2024. Dan is also a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. Dan holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Dan holds the following Advanced Financial Planning Papers:
Financial planning: Dan builds long-term strategies that align goals, resources, and lifestyle priorities.
Pension planning: He designs retirement solutions that balance security, flexibility, and tax efficiency.
Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession
Investment planning and Business financial planning: He develops portfolios that match objectives, risk tolerance, and time horizons
