Dan leads the development and delivery of our regulated advice offering. He makes sure that it’s competitive, follows all relevant regulations and – most importantly – gives our members what they need. His passion for good advice is based on his direct experience of the real, practical benefits it can bring. That’s supported by his drive to make advice as widely accessible as possible, rather than just serving people with bigger pots.

Mike helps people make long-term plans for the best possible financial futures. He became a financial adviser in 2024, at first focusing on retirement planning before broadening out to offer investment and wealth advice too. Whatever he’s helping with, he aims to help people achieve financial comfort and security for themselves and their loved ones. 

Gareth leads the advice teams that help our customers with protection, later-life mortgages and retirement planning. He makes sure they receive clear, trusted financial advice that delivers real value for them and meets all regulatory standards too.