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Senior Financial Planner
Dan joined Paradigm Norton in 2018 as a Financial Planner. He has a background in financial planning and experience of investment banking with HSBC.
Dan is client-focussed and passionate about providing a well-driven financial planning service. Dan utilises his investment background to discover the best financial plan available for our clients, aiming to deliver results that are in-line with our client’s expectations and objectives.
Dan became an adviser in 2021, looking after his own client book, helping our clients achieve their financial goals, whilst ensuring they are living life to its fullest.
Outside of work
Dan is a keen footballer, playing for his local team on a Saturday and enjoys a weekly 5 aside game. Dan is also a regular gym goer, preferring to go very early in the morning. As a dedicated Bristol City Fan, Dan enjoys attending home games whenever he gets the opportunity.
Talking about money might not be at the top of your agenda, but we can transform your financial journey into something conscious and rewarding. Grab a cuppa for an informal, no obligation chat with one of our experts to see if we could be the right fit for you.
Paradigm Norton Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
Our FCA Register number is 455083
Registered in England Reg
No 4220937, VAT Reg. No 918550904
