Dan Burnham FPFS & CFP MCSI

Chartered & Certified Financial Planner

I am a Chartered & Certified Financial Planner and a Fellow of The Personal Finance Society with over seven years experience of helping clients achieve their lifetime aspirations and financial independence. I specialise in supporting and guiding my clients through all of life’s ups and downs, implementing financial plans that cover all eventualities.

Simply put, I help my clients identify their motivations, ambitions and desires. Once done I implement a personalised financial plan designed to fulfil these ambitions and desires – a plan which evolves constantly as circumstances and aspirations change. The whole process is aimed at helping my clients lead the life they want to.

Away from the office I enjoy travelling and experiencing new cultures. When not travelling, I like to cook and spend most of my free time playing sports, especially football and squash.

  • Read Dan Burnham FPFS & CFP MCSI's Blog Posts
  • Investment Update: 2016 so far

    Blog  |    |  by Dan Burnham

    Back in January RBS’s European Economist Andrew Roberts’ view that 2016 would be a cataclysmic year received much airtime. Roberts – a notorious bear – has made similar doom and gloom predictions in previous years.

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Dan Burnham, Senior Adviser Support for Helm Godfrey

020 7614 1048

Contact Dan

Helm Godfrey
Marlow House
Lloyd's Avenue

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