Dan joined Ewing Associates in 2020. He prides himself on providing holistic financial advice to clients at all stages of their lives to help them attain their goals. Dan is keen to involve intergenerational planning where possible, to ensure that the entire family is working toward their ambitions.
Dan is experienced in providing advice on pensions, investments and life assurance as well as specialist investments to help manage and mitigate tax including inheritance tax.
Dan has worked within the financial services industry for over 5 years, during which time he has attained his Diploma in Regulated Financial Planning alongside further niche qualifications. Dan is keen to progress his career in financial services and broaden his knowledge and skills within the industry. He is currently working toward attaining Chartered status with a view of becoming a Fellow of the Personal Finance Society.
During his free time Dan enjoys spending time with his family and working on DIY projects and cars.