Dan has been advising clients on their personal finances since 2008, joining St. James's Place in 2016 after working as a Private Banker and Team Leader at Barclays Wealth and UBS Wealth Management. Prior to becoming a Financial Adviser, he had previous careers in the exhibition and event industry and as an officer in the British Army. He is a Chartered Fellow of the CISI and a Chartered Wealth Manager and his expertise covers the full range of personal financial needs, including retirement planning, inheritance tax planning, aspects of business exits and investment management.