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.