At work
Dan has been with Strategic for over six years having taken part in the placement scheme and subsequently graduating from Bournemouth University with a degree in Accounting and Finance.
In July 2024 he achieved Chartered Financial Planner status and continues to work in a hybrid role as a paraplanner and independent adviser. Dan continues to grow his client base from new client recommendations and referrals from existing clients.
At work
Dan has been with Strategic for over six years having taken part in the placement scheme and subsequently graduating from Bournemouth University with a degree in Accounting and Finance.
In July 2024 he achieved Chartered Financial Planner status and continues to work in a hybrid role as a paraplanner and independent adviser. Dan continues to grow his client base from new client recommendations and referrals from existing clients.
At home
Away from work I enjoy playing football, having started my own Sunday league team with a group of friends.
Meet the team
Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, you’re in safe hands.
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