Dan Gayle, Cfa, Chartered Mcsi Email & Phone Number

I have over 10 years of experience in the financial industry, including 5 years as an Investment Analyst & Portfolio Manager with HSBC, where I co-managed $500m of private client money across multi-asset portfolios. I also have extensive experience as a business coach & consultant, where I built strong connections with my clients and helped them to better understand their challenges, and then to execute strategies to overcome them and achieve the goals and aspirations most important to them. For me, being a Financial Planning Consultant brings the best parts of both of these worlds together.I cover most areas of financial planning and I work closely with people to get clear on the financial goals most important to them. Together, we develop a bespoke plan to put you in the best position to achieve the goals most meaningful to you.The area of finances is a difficult one for many, and for a number of different reasons. My aim is to not only be your source of support with your financial matters, but also be a pillar of support throughout your life.I can build a cash-flow forecast model which will help to keep you on track both now and in the future, allowing us to make adjustments to your plan as circumstances change as they invariably do. I will help to give you peace of mind, knowing that your personalised financial plan is in place, enabling you to make informed decisions and enjoy life with less worry about finances.In my personal life I like to be active, going on walks in nature, and playing tennis, golf, and basketball. I love to spend time with my family, and our young twin boys and little doggie definitely keep us entertained. I enjoy producing music and find it very meditative. I am also fascinated by psychology and personal development.I am a Chartered Financial Analyst (CFA), have the Chartered MCSI designation, hold the Diploma in Regulated Financial Planning, and a BSc in Financial Economics.Whether you are wanting to grow your wealth, plan for your dream retirement, support your children’s futures, plan your estate, or achieve your future vision, all whilst minimising the amount of tax you pay, I can help you get there.The process starts with an initial no obligation complimentary consultation (phone or video call) to gauge if I can help you. Please get in touch if you're interested.Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited 11/11/2024. The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Listed skills include Valuation, Bloomberg, Hedge Funds, Finance, and 25 others.

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  University Of Essex

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