Prior to founding EA Wealth, Dan spent over 20 successful years in the financial services industry, experiencing a variety of advisory, sales management and senior leadership roles. The majority of Dan’s financial career was spent with Aviva before moving into Sales Management with RBS and Prudential and for 6 years in a Senior leadership role with St. James's Place. Dan’s experience and knowledge in all areas of financial planning allows him to provide tailored advice, whilst building long term relationships and trust with both corporate and private clients.
Outside of work Dan is a Norwich City season-ticket holder, he enjoys fishing, playing football and golf as well as spending quality time with his family and friends.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.