Dan’s interest in financial markets began at an early age, trading equities with his paper round money as a teenager and turning a personal passion into a long-standing career. Over the past 25 years, he has advised clients on equities and derivatives, working with both London-based and international firms before returning to Bristol. Dan prides himself on offering a highly personal, relationship-led service to private clients, combining traditional values with extensive market experience. His approach is built on accessibility, trust and a deep understanding of individual investment objectives.
The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable indicator of future results.
The value of investments can fall as well as rise. Investors may get back less than invested.
