Dinnington, Sheffield
Dan joined Perspective in September 2021 as a Paraplanner and later moved into the role of Financial Planner.
Dan began his career in Financial Services at the age of 19 and now has over eight years of industry experience. He started in an administrative role, steadily progressing into paraplanning while studying for his qualifications. After achieving his Diploma in Regulated Financial Planning, Dan continued to develop his expertise and transitioned into a Financial Planner role.
Dan’s role involves working closely with clients to understand their goals and create personalised financial strategies that support their long-term aspirations. He particularly enjoys helping clients navigate key financial decisions, whether that’s planning for retirement, investing wisely, or protecting their assets. Dan is passionate about building lasting relationships and delivering advice that is both clear and empowering.
He is currently studying for his mortgage and equity release exams and plans to pursue Chartered status in the future. Dan is also considering specialising in long-term care, reflecting his commitment to continuous professional development and broadening his ability to support clients.
Outside of work, Dan is a dedicated Rotherham United supporter. He also plays football for his Sunday league team, Langold Lakeside, and has recently discovered a love for gardening. When time allows, he enjoys travelling and making the most of his holidays.
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
