Dan Planner Email

Chartered Financial Planner and Chartered Wealth Manager @ Blue Wealth

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Dan Planner Location

Bristol, England, GB

Dan Planner Work

2016 - now Chartered Financial Planner and Chartered Wealth Manager @ Blue Wealth
2012 - 2016 Chartered Financial Planner and Chartered Wealth Manager @ Whitechurch Securities Ltd
2010 - 2012 Paraplanner @ Money Wise IFA

2007 - 2009 Financial Planner @ Synergie Financial Planning Ltd
2004 - 2008 Working with Financial Planners @ Clerical Medical

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Dan Planner Education

Chartered Insurance Institute
Chartered Financial Planner (FPFS)
2000 - 2025
Institute of Financial Planning
Certified Financial Planner (CFP)
2014 - 2025
University of Plymouth
Bachelor of Science (BSc) (Microbial and Cellular Biology)
1996 - 1999

King Edmund School
1989 - 1996

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Dan Planner Skills

Estate Planning
Financial Advisory
Defined Benefit Pension Transfers

Personal Tax Planning
Pensions
Wealth Preservation Planning
Retirement Planning
Financial Planning
Portfolio Management
Fellow of Personal Finance Society

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Dan Planner Summary

Dan Planner, based in Bristol, England, GB, is currently a Chartered Financial Planner and Chartered Wealth Manager at Blue Wealth. Dan Planner brings experience from previous roles at WHITECHURCH SECURITIES LTD, Money Wise IFA, Synergie Financial Planning Ltd and Clerical Medical. Dan Planner holds a 2000 - 2025 Chartered Financial Planner in FPFS @ Chartered Insurance Institute. With a robust skill set that includes Estate Planning, Financial Advisory, Defined Benefit Pension Transfers, Personal Tax Planning, Pensions and more. Dan Planner has 1 emails on RocketReach.

Dan Planner Emails

Found 1 emails

@bluewealth.co.uk

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