Dan Watts

Dan Watts

Daniel has been working in Financial Services since 2008, originally starting work at a major UK bank in London. Working his way up from Cashier to Customer Adviser and later becoming Assistant Branch Manager, Daniel then left the bank in September 2015 to pursue a career in Financial Advice. He has completed several qualifications across a range of Financial Service areas, including Retirement and Estate Planning, Equity Release and Long-Term Care planning. He is now working towards the ‘Advanced Diploma in Financial Planning’ and one day hopes to join Alex as a fellow Chartered Financial Planner.

Daniel loves being able to help people better understand and grow their financial position and particularly finds it worthwhile when able to break down the often complicated, jargon-filled options for clients, enabling them to make positive decisions for their future.

In his spare time, Daniel enjoys taking part in fund-raising activities; he is an experienced “quiz-master” and enjoys taking part in charity walks through some of Britain’s most breathtaking landscapes. He is also a member of a local Improvised Comedy group, running unscripted shows every few months.


  • CII Diploma in Regulated Financial Planning
  • CII Certificate in Advanced Mortgage Advice
  • CII Certificate in Equity Release
  • CII Award in Long Term Care Insurance
  • CII Award in Pensions Update