Dan Willers Email & Phone Number
Chartered Financial Planner @ Robertson Baxter
5 free lookup(s).
No credit card required.
Dan Willers Location
- Huddersfield, GB
Dan Willers Work
- 2022 -now Chartered Financial Planner @
- 2021 -2022 Chartered Trainee Financial Planner @
- 2015 -2021 Paraplanner @
- 2014 -2015 Paraplanner @ Medical Money Management
- 2013 -2014 Account Manager @ Towergate Financial Group
- 2010 -2013 Paraplanner @
- 2008 -2010 Paraplanner @
- 2007 -2007 Trainee Mortgage Adviser @
- 2003 -2007 Business Banking Service Assistant @
Dan Willers Education
- The London Institute of Banking & Finance
Level 6 Advanced Diploma in Financial Advice (Adv DipFA)
2017-2020 - ifs University College
Diploma for Financial Advisers (DipFA) (Diploma In Financial Advice (DipFA))
2015-2016 - Other Qualifications
(Financial Planning and Services)
2003-2014 - Maltby Sixth Form College
AS Levels (Economics)
2002-2003 - Maltby Comprehensive School
GCSE's
1997-2002
Dan Willers Skills
- Wealth Management
- Microsoft Office
- Financial Advisory
- High Net Worth Individuals
- Banking
- Microsoft Excel
- Investments
- Asset Management
- Inheritance Tax Planning
- Pensions
- Finance
- Retirement
- Customer Service
- Income Protection
- Insurance
- Financial Services
- Retirement Planning
- Pension Funds
- Financial Planning
Dan Willers Summary
- Dan Willers, based in Huddersfield, GB, is currently a Chartered Financial Planner at Robertson Baxter. Dan Willers brings experience from previous roles at Robertson Baxter, Medical Money Management and Towergate Financial Group. Dan Willers holds a 2017 - 2020 Level 6 Advanced Diploma in Financial Advice (Adv DipFA) @ The London Institute of Banking & Finance. With a robust skill set that includes Wealth Management, Microsoft Office, Financial Advisory, High Net Worth Individuals, Banking and more. Dan Willers has 1 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Dan Willers?
Find contact details for 700 million professionals.
Others Named Dan Willers
Dan Willers
Chartered Financial Planner
Huddersfield, GB
Dan Willers
Owner
San Antonio, TX, US
Top Robertson Baxter Employees
Gillian Shirt
Independent Financial Adviser
United Kingdom
John Douglas
Paraplanner
Huddersfield, GB
Dan Willers
Chartered Financial Planner
Huddersfield, GB
Shaun McLaughlin
Partner
Huddersfield, GB
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co