Dan Murdoch

Director and Financial Planner

Contact Dan

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?




Professional knowledge


Coffee making skills


Sense of humour