Daniel Evans
Professionally
Dan has been working in the financial planning profession for over 10 years having previously worked at Expert Wealth Management for almost 4 years after leaving University. After a 5-year stint in London, Dan returned to Expert as an Associate Advisor in the Summer of 2023.
Dan is a Chartered Financial Planner and thrives off giving clients the clarity and confidence to live their lives to the fullest.
Personally
Dan loves to travel and tries to fit in as many European city breaks a year as time allows. Stand out places so far have been Bologna, Gdansk and Split!
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, having adventures, and making memories.
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.
Get in touch
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