Finances can be confusing, so we have created a series of free, educational events, books and online resources to help build your knowledge and confidence.
Dan has been at Efficient Portfolio since March 2017 and is our Mortgage Adviser. Dan holds the Diploma in Regulated Financial Planning, along with specialist Mortgage and Equity Release qualifications. This allows him to provide the best advice to his clients on all areas of secured lending.
Your likes: Cooking & travelling
Your dislikes: Rock music & British weather
Your favourite pastimes: Cycling
Your favourite artist/band: Drake
The first step in achieving your goals is to discuss your current concerns with one of our qualified Financial Planners.