Daniel Haley – Chartered Financial Planner
Daniel Haley
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).
All Financial Planners require a Diploma in Financial Planning to provide advice; Dan holds the Advanced Diploma and also holds the following Advanced Financial Planning Papers:
- Personal Tax and Trust planning
- Investment planning
- Pension planning
- Financial planning process
This video is intended for information only. It is not financial advice or a recommendation and should not be considered as such. If you are unsure whether an investment is right for you, please seek independent financial advice. If you choose to invest, please remember the value of investments and any income derived from them can fall as well as rise and you may get back less than you put in.