Dan Constable Email
Chartered Independent Wealth Planner @ CROCUS WEALTH LIMITED
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Dan Constable Location
- United Kingdom
Dan Constable Work
- Chartered Independent Wealth Planner @ (September 2026 - Present)
- Financial Planning Consultant @ (February 2020 - August 2026)
- Regional Sales Manager @ (March 2018 - January 2020)
- Business Development Director @ (March 2016 - March 2018)
- Head of Business Development @ (June 2013 - February 2016)
- Sales Associate - South @ (July 2011 - May 2013)
- Sales Support and Outbound Sales @ (January 2010 - July 2011)
- Sales Support Executive @ (December 2006 - January 2010)
- Sales Executive (OEIC) @ (January 2005 - December 2006)
- Sales Executive (Investment Trusts) @ (February 2001 - January 2005)
- Broker Services @ JP Morgan Asset Management (January 1999 - February 2001)
- Institutional Telephone Dealing @ Save & Prosper (Robert Fleming). (January 1996 - January 1999)
Dan Constable Education
- Marshalls Park School 1987-1991
Dan Constable Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Bloomberg
- Brand Awareness
- Business Development
- Emerging Markets
- Equities
- Estate Planning
- Financial Advisory
- Financial Markets
- Financial Planning
- Financial Planning and Analysis (FP&A)
- Financial Services
- Financial advice
- Fixed Income
- Hedge Funds
- Holistic Financial Planning
- Homeowners Insurance
- Income Protection Insurance
- Independent Financial Advice
- Inheritance Tax Planning
- Investment Advisory
- Investment Management
- Investment Recommendations
- Investment Strategies
- Investments
- Lasting Powers of Attorney
- Life Insurance
- Marketing Strategy
- Mutual Funds
- Personal Financial Planning
- Portfolio Management
- Relationship Management
- Retirement Planning
- Trust planning
- Wealth Management
- Wills
- Single Family Homes
- Relocation
- Leadership
Dan Constable Summary
- Dan Constable, based in United Kingdom, is currently a Chartered Independent Wealth Planner at Crocus Wealth Limited. Dan Constable brings experience from previous roles at Broom Consultants Ltd, Novia Financial Plc, Close Brothers Asset Management and Hawksmoor Investment Management. Dan Constable holds a 1987 - 1991 Marshalls Park School. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg and more.
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