As one of our financial advice team, Daniel aims to give our customers everything they need to make well-informed financial decisions. And as a later life mortgage specialist, he focuses on helping them release equity from their homes. That can help them with everything from living better lifestyles to staying in much-loved family homes.
Dan helps people understand their options in later life and make decisions that feel right for them. He takes time to listen, learn about each person’s situation and talk through what could work best.
Customers often describe Dan as clear, patient and easy to talk to. He explains each step in a simple way and makes sure people have the time they need to ask questions.
Many people say Dan’s friendly and professional approach helps them feel at ease. He keeps in touch throughout the process, so customers know what to expect and feel supported from start to finish.
His aim is to give open, honest guidance, so customers feel informed and ready to take the next step.
Dan lives in South Wales with his young family. He enjoys running to stay fit and healthy, and gardening to help him relax. He also likes exploring
the UK and beyond with family and friends when he can.
