Dan has a wealth of experience within financial services working in administration and managerial roles in PPI and pensions.

He is actively working towards completing the Diploma in Regulated Financial Planning and is dedicated to expanding his knowledge within the industry.

His day-to-day role at the WealthPoint includes processing DB pension transfers, arranging estate planning documents and liaising with clients and pension providers to ensure the most efficient and positive outcomes for all.

In his spare time, Dan enjoys listening to music, playing guitar and supporting Everton Football Club.