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In work
Dan has spent more than 30 years in the financial services profession. He’s been with Cheltenham IFA since December 2010.
Dan’s role involves paraplanning work, research, and dealing with platforms and providers.
Outside of work
Dan is married to Helen and has three children, Jack, Harry, and Freya. He also has a cocker spaniel called Darcy.
In his spare time, Dan enjoys watching sports and walking the dog. He’d like to travel more over the coming years.
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