Dan initially joined CB Financial Advisers Sales Support team in 2024. Dan aims to gain a Diploma in Regulated Financial Planning and bolster his knowledge in Financial Administration.
Out of the office
Outside of work, Dan enjoys composing ambient music, creating abstract art & baking. He also enjoys the occasional trip to his local tabletop games store for a bit of Magic The Gathering.
When our clients talk about what it’s like to work with us, certain words come up time and again: we make them feel comfortable; we give quality advice; we make financial advice accessible to anyone who needs it. The case studies, testimonials and reviews we’ve collected over the years speak for themselves – take a look and you’ll see what we mean.
CB Financial Advisers LLP is authorised and regulated by the Financial Conduct Authority. FCA Number 489484. A Limited Liability Partnership registered in England & Wales. Registration Number: OC338257. Registered Address: Crescent House, Crescent Road, Worthing, BN11 1RN.
The value of your investment may go down as well as up, and you may not get back what you initially invested.
The Financial Conduct Authority does not regulate Tax, Wills and Trust Planning.
