Dan has 22 years’ experience across the IFA, platform and investment sectors, working closely with business owners and other key stakeholders at high quality advice firms. He focusses on delivering measurable value by helping advisers to increase efficiencies, accelerate growth and plan their succession strategy. Having spent his career working with a wide variety of advice firms, he has significant insight into the industry and a keen eye for future developments. Dan holds the Diploma in Financial Planning and Investment Management Certificate.