Dan Turner, DipPFS


Dan is a Paraplanner working directly with Greg Thompson to service his clients.

Dan has been working in a regulated industry for over 6 years. He has experience in both Paraplanning and advising.

He currently holds his Diploma in Regulated Financial Planning along with a Certificate in Advanced Mortgage Advice and Certificate in Equity Release. He is keen to build upon his existing experience and knowledge and is currently studying toward Chartered status, with a view of becoming a Fellow.

Dan enjoys interacting with clients and helping to resolve any queries they may have regarding their financial planning needs. He thrives on new challenges, always looking for the next thing to improve or review to ensure that clients are being serviced effectively and efficiently. Dan’s aim is to provide personal holistic advice for clients to help them achieve their goals and improve their financial position for the future.

In his free time,  he enjoys spending time with his two children and Labrador taking long walks around woodland areas. He is also an avid DIYer and is always looking for a new project to keep himself busy. When available Dan enjoys taking advantage of the local venues in search for great food and drinks with family and friends.