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Biography

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A Paraplanner at EQ Investors since August 2010, Dan’s Music Technology degree helps him approach Financial Planning problems creatively. Dan recently became a CISI Accredited Paraplanner and is also working towards Chartered Financial Planner status. In 2014 Dan was awarded the IFP’s Paraplanner of the Year 2014 and is keen to contribute to the development of the Paraplanning profession. To this end, Dan is involved in the CISI Paraplanner Interest Group, the PFS Paraplanner Practitioner Panel and the Paraplanner PowWows. Dan is also involved in youth work at his local Church in Hatfield together with his wife, Hannah.

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