Dan Old Email
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Dan Old Location
- Bournemouth, England, GB
Dan Old Work
- Co-Founder @ (July 2019 - Present)
- Co-founder, Portfolio Manager, Financial Planner @ Purposeful Money (January 2018 - July 2019)
- Independent Financial Planner, Portfolio Manager (DipFA) @ PFM Associates Ltd. (November 2011 - July 2019)
Dan Old Skills
- Asset Allocation
- Company pensions
- Critical Illness
- ESG
- Empathetic
- Environmental, Social, and Governance (ESG)
- Equity Release
- Estate Planning
- Ethical Investing
- Ethical Investment Philosophy
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- High Net Worth Individuals
- Holistic Financial Planning
- Impact
- Impact Investing
- Income Protection
- Independent Financial Advice
- Inheritance Tax Planning
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Knowledgeable
- Mortgage
- Mortgage Lending
- Pension consolidation
- Pensions
- Personal Financial Planning
- Portfolio Management
- Protection
- Retirement
- Retirement Planning
- Retirement Savings
- SIPP
- Savings
- Socially Responsible Investing
- Strategic Financial Planning
- Sustainable Financial Planning
- Trustworthy
- Unit Trusts
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
Dan Old Summary
- Dan Old, based in Bournemouth, England, GB, is currently a Co-Founder at Greenspace Sustainable Financial Planning Ltd. Dan Old brings experience from previous roles at Purposeful Money and PFM Associates Ltd.. With a robust skill set that includes Asset Allocation, Company pensions, Critical Illness, ESG, Empathetic and more. Dan Old has 1 emails on RocketReach.
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Top Greenspace Sustainable Financial Planning Ltd | Certified B Corp Employees
Dan Old
Co-Founder
Bournemouth, England, GB
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