“My favourite area of financial planning is working with clients to help them achieve their life goals, usually goals they never thought they would be financially capable of meeting.”
Dan joined Paradigm Norton in 2018 as a Financial Planner. He has a background in financial planning and experience of investment banking with HSBC.
Dan is client-focussed and passionate about providing a well-driven financial planning service. Dan utilises his investment background to discover the best financial plan available for our clients, aiming to deliver results that are in-line with our client’s expectations and objectives.
Dan is always keen to get involved with projects at Paradigm Norton, showing an ambitious attitude towards financial planning. Having achieved his Business Management Degree in 2014, Dan has been working towards his professional finance qualifications over the last year, with the intention of becoming a Chartered Financial Planner.
Outside of work
Dan is a keen footballer, currently playing 5-aside and has previously played club football on weekends for Keynsham Town FC. As a dedicated Bristol City Fan, Dan enjoys attending home games whenever he gets the opportunity.