Ipswich
Dan Joined Perspective (Clayden Financial) in September 2025.
With 20 years of experience in Financial Services—six of those as a Financial Planner—Dan brings a wealth of knowledge to the team. His early career was spent at Suffolk Life in Ipswich, where he managed the Client Reporting and Investment Accounting teams. He later moved to London, spending four years with Legal & General Investment Management. Alongside his career in the industry, Dan supported a friend in establishing a precious metals recovery business in Essex.
He is currently working towards CII Chartered status, with ambitions to achieve the CISI Chartered Wealth Manager qualification within the next three years.
In his role as a Financial Planner, Dan works closely with clients to understand their goals and create tailored financial plans that support their long-term ambitions. His work involves providing clear, structured financial advice, helping clients navigate complex decisions, and ensuring their plans remain effective through regular reviews. He is motivated by the opportunity to use his experience to make a positive difference in clients’ lives.
What Dan enjoys most about his role is helping clients achieve their objectives and seeing the real impact that thoughtful, well-constructed financial planning can have on their futures.
At Perspective, Dan supports clients by delivering personalised, comprehensive advice that empowers them to make informed financial decisions with confidence.
Outside of work, Dan enjoys spending quality time with his wife and two children. He loves travelling, making the most of family holidays, and staying active by playing squash.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
