Meet Dan, the Principal of Woodstock Wealth Management. He holds a Diploma in Financial Planning and with over 20-years of experience under his belt, has earned himself a reputation as a well-respected and established financial planner. Dan takes a friendly approach to consulting with his clients, ensuring that he provides expert and tailored solutions to meet their specific needs.

He started his career as a Financial Adviser for HBOS and HSBC before he was later invited to join St. James Place as a Partner, setting up his own Practice in 2012 and managing client funds in and around Oxfordshire.

Dan and his wife, Jenny, who is Practice Manager of Woodstock Wealth Management, wanted to base their business in a strong community. They were drawn to the historic and vibrant town of Woodstock, Oxfordshire, and have since become fully integrated into the local business and social communities since moving there in 2016.

When he's not working, Dan enjoys watching live sports and participating in triathlons as a keen cyclist. He also uses his passion for sports to contribute to charity events.

"Navigating the complex world of financial planning can be overwhelming, especially with the frequent changes in taxation and legislation. I am committed to providing you with the clarity you need to understand your options, and to develop customised solutions that align with your long-term goals."