Qualifications
Get to know Dan
Dan has worked in the financial services sector for 10 years, having initially joined as a receptionist and administrative assistant. He quickly got to work on his exams and progressed to being a paraplanner, obtaining his level 4 Diploma in September 2017.
Over the 5+ years he has been a planner and 10 years in financial services, he has built up a great level of experience dealing with a wide variety of clients. He is a pension transfer and retirement specialist, assisting clients in realising their dream retirement.
Dan on the weekend
While he does love his job, he also loves spending time with his close family and friends. He enjoys most sports but follows Scotland in both rugby and football (for his sins). When he is not having his heart broken by men in shorts, he enjoys being on the golf course – although only in fair weather!
We asked Dan three questions...
If any activity was an Olympic sport, what would you win a medal in?
Being eternally optimistic about Scotland’s chances at literally any sport!
Who would be the three people at your dream dinner party?
Billy Connolly, Tiger Woods and Ally McCoist.
If you could be any fictional character, who would you be?
Maverick.
Work
Personal
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Food
Posh Mac ‘n’ cheese
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Holiday
South Africa - where I got engaged to Kate
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Film
Batman: The Dark Night
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Specialist subject
Still game
How can we help?
Start your conversation with us here. We look forward to hearing from you.
57 North Financial Planning is authorised and regulated by the Financial Conduct Authority. The FCA number is 1007217. Registered in England & Wales. Company number: 14383254. Registered office: 1st Floor, 11 Freeport Office Village, Century Drive, Braintree, Essex, CM77 8YG.
If you wish to register a complaint, please email office@57northfp.com or write to us at: 57 North Financial Planning, The Green House, Beechwood Business Park, Inverness, IV2 3BL. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service or by contacting them on 0800 0234 567.
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