Daniel Evans
View Dan’s professional achievements
Professionally
Dan is a Certified and Chartered Financial Planner with over 12 years’ experience in the financial planning profession.
Dan enjoys helping clients make sense of their finances and helping them to align their money with the life they want to live, with confidence.
Dan has a particular interest in the psychological aspects of financial planning. Dan believes that recognising and understanding the emotions, neurodiversity, and beliefs that each of us hold around money is integral to providing the best outcomes for the clients he works with.
Personally
Dan loves to travel and is attempting to hit 50 countries by the time he turns 40 (30 at the last count). Stand out locations so far have been Bologna, Gdansk and Split. Recommendations always welcome!
Dan enjoys (attempting to play) golf, supporting his childhood team Liverpool and following the F1.
When not out and about, he spends his down time with his partner Jen and her daughter Alithia, going on adventures and making memories.
Dan comes highly rated on VouchedFor, and has been awarded their Certificate of Excellence.
Spotlight questions
On an ideal weekend, you can find me:
In the countryside, with family and friends, preferably involving an old pub
My favourite holiday destination:
Italy
My pet peeve is:
Zig zagging street walkers!
When the dessert menu comes, I’m looking for:
Anything brownie related
3 qualities that draw me to new people are:
Honest, kind, humour
3 small things that make my day better:
Sunshine, music, coffee
Importantly
We think it’s important to verify any credentials before working with a financial planner. You can view Daniel’s credentials below.
Hear from our clients
Read what some of our clients have to say about their experience of working with Expert Wealth.
Over the years Jonathan has helped us in several ways financially, but also the wider aspects of navigating and planning our lives as a family. This is a long term relationship which has been really fruitful, and taken away many of the anxieties of securing financial security whilst getting older, something incredibly valuable in the current climate.
David Crowe
Jonathan, Dom and the team have created an appealing ethos around Expert Wealth Management. More importantly they have lived up to it - both in their professional conduct and in terms of financial returns for clients. In both calm and choppy waters on the investment front, one senses that EWM and their clients are 'in it together', which is a source of comfort and confidence.
Graham & Liz
For people who have little knowledge of investment strategies, Dominic’s reassurance and guidance, particularly at times of market instability, has proved accurate, reliable and confidence-building. We believe we owe our comfortable retirement in no small measure to the Expert Wealth Management team.
David & Yvonne
During the annual review Jonathan takes the time to ask if there are any changes in my circumstances, he closely listens and adjusts the investments accordingly if needed. At all times I have found Jonathan Hunt and his excellent team to have a high work ethic, are courteous and always professional. I am certainly a satisfied client.
Patricia
Jonathan helped us to paint a picture of how our future could look, combining our wish to be able to enjoy our interests with the stability of a secure income. He assessed our attitudes to money and used these to plan a portfolio. We liked the fact that Jonathan developed a strategy centred around us rather than simply from a bundle of financial products from the market.
Phil & Sue
Jonathan has given good advice on all aspects of finance including returns, pensions, trust funds and long-term security. Additionally, most valuable advice for my family in taxation such as for military service personnel. From the outset EWM provided a complete advice and management service that gave me peace of mind and confidence that all my financial matters were in safe hands.
Dr Michael L Browne
What I love about Dominic’s approach is that he treats money as a means to an end, not as an end in itself: he carefully helped me to work out what my priorities are, what I want out of life and what income I need, and when, in order to achieve those ends. Frankly, I don’t understand finance and it terrifies me: Dominic has given me good, reliable advice (in plain English!) and I trust his guidance.
Jan Penrose
I liked Dom straight away - thorough, straight-talking, consistent but also, critically for me, human. He sees beyond the numbers into people’s lives - understands that life needs to be lived in the present as much as we need to have an eye on saving for the future. Most importantly, he understands me and my life goals, and shapes his advice to suit my needs rather than around his agenda.
Sally Emslie
The clear explanation of options, future projections and regular reviews have continued to give me confidence that I had made the right choice to move my pension. Dom has been a constant presence throughout and has continued providing guidance including how to invest an inheritance. Dom and the team at Expert Wealth have been an oasis of calm in the turbulent world of financial investment.
Sarah E
Dom Spalding was personally commended to us. All the family are signed up with EWM now. We’ve enjoyed a good, personal rapport, felt totally at ease in our trust, and at the same time been given a real sense and understanding of the way our money can work for us into the future. We are very grateful to the whole team at EWM who are, in these times, internet-ready, at any time, to look after our issues and help us fulfil our objectives.
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